Private Banking Client Specialist

SOUTHSTATE BANK, NATIONAL ASSOCIATION; United States; Sur place; USD 60 000 - 100 000; Plein temps

Résumé du poste

SouthState Bank, National Association, is seeking an experienced Premier Private Banking professional to deliver exceptional client service and manage high-value relationships. You will work in a fast-paced branch setting, supporting both personal and commercial banking needs.

The role emphasizes cross-selling, adherence to regulatory guidelines, and teamwork with Private Bankers to grow assets while maintaining the highest standards of confidentiality and service.

Qualifications

• High School diploma or equivalent.
• 4-10 years' Private Banking experience.
• Advanced knowledge of bank operating systems.
• Experience with Retail/Private/Commercial relationships.

Responsabilités

• Deliver world-class customer service in Premier Private Banking.
• Open accounts and banking services per guidelines.
• Cross-sell products and services to clients.
• Assist Private Bankers and refer prospects to subsidiaries.
• Ensure regulatory compliance and pass audits.
• Address inquiries and resolve problems promptly.

Connaissances

Customer service

Relationship management

Sales skills

Communication

Formation

High School diploma or equivalent

Outils

Decision Pro

MS Office

Description du poste

SouthState Bank, National Association, is seeking an experienced Premier Private Banking professional to deliver exceptional client service and manage high-value relationships. You will work in a fast-paced branch setting, supporting both personal and commercial banking needs.

The role emphasizes cross-selling, adherence to regulatory guidelines, and teamwork with Private Bankers to grow assets while maintaining the highest standards of confidentiality and service.