Private Banking Associate — Wealth & Premier Banking

GreenState Credit Union; North Liberty (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Community service involvement

Diverse work environment

Job summary

A financial institution in North Liberty is seeking a Private Banking Associate to manage their private banking portfolio and support the Private Banking Relationship Manager. The ideal candidate will have a bachelor's degree and at least three years' experience in banking, coupled with strong customer service and analytical skills. Responsibilities include maintaining member confidentiality, assisting with inquiries, and ensuring compliance with banking regulations. This full-time position offers an opportunity to engage in community service and support diverse banking needs.

Qualifications

• 3+ years in private banking or commercial banking.
• Progressive responsibility in finance/compliance environment.
• Ability to analyze business and regulatory documents.

Responsibilities

• Adhere to Credit Union's core values and service standards.
• Maintain organization of the private banking portfolio.
• Assist with inquiries when the Relationship Manager is unavailable.

Skills

Communication skills

Teamwork

Analytical skills

Customer service focus

Education

Bachelor’s degree

Tools

Word processing software

Spreadsheet software

Job description

A financial institution in North Liberty is seeking a Private Banking Associate to manage their private banking portfolio and support the Private Banking Relationship Manager. The ideal candidate will have a bachelor's degree and at least three years' experience in banking, coupled with strong customer service and analytical skills. Responsibilities include maintaining member confidentiality, assisting with inquiries, and ensuring compliance with banking regulations. This full-time position offers an opportunity to engage in community service and support diverse banking needs.