Private Banking/Treasury Management Support Specialist

The Union Bank Co.; Columbus, Northern (OH, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Employee Stock Ownership Plan (with 2x

Paid Time Off (PTO) + holidays

Job summary

The Union Bank Company is seeking a Private Banking/Treasury Management Support Specialist in Columbus, OH. You will assist relationship managers, onboard new accounts, handle client inquiries, and support daily operations across private banking and treasury services.

Ideal candidates have an Associate or Bachelor’s degree in finance or business administration and 3-5 years of related experience, with a preference for sales exposure.

Qualifications

• Associate or bachelor's degree in financial or business administration preferred.
• 3-5 years' experience in related field.
• Sales experience preferred.

Responsibilities

• Assure compliance with bank policies and procedures and regulations including BSA/AML/OFAC.
• Assist in onboarding new accounts/services by gathering client information and completing documentation.
• Serve as primary client support for Private Banking/Treasury Management accounts via phone, email or in person.
• Develop client relationships by delivering value-added services and identifying opportunities.

Skills

Sales experience

Education

Associate's degree in finance or business administration

Bachelor's degree in finance or business administration

Job description

# Private Banking/Treasury Management Support SpecialistColumbus Grove - Columbus Grove, OH 45830; Lewis Center - Delaware, OH 43015## OverviewPosition TypeFull Time## Description**We want U to be part of our team!****Join a Community That Cares – Grow Your Career at The Union Bank Company!****Benefits offered:*** Medical, Dental, Vision Insurance* Employee Stock Ownership Plan (w/ company match)* Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)* Tuition Reimbursement* **And more!**We are currently searching for a **Private Banking/Treasury Management Support Specialist**!Under the direction of the Private Banking/Treasury Management Manager, the primary role of the **Private Banking/Treasury Management Support Specialist** s to assist the department and relationship manager(s) in providing clients and internal bank personnel with outstanding support and the most competitive products available while providing fee income to the institution.**ACCOUNTABILITIES**:**Essential Client Support Duties and Responsibilities:*** Assure compliance with all Bank policies and procedures as well as state and federal banking regulations including BSA/AML/OFAC.* Assist in on-boarding new accounts/services by gathering client information, facilitating/completing new account openings, completing documentation, implementing online bank systems, providing installation/technical assistance and training clients on new services.* Serve as primary client support for Private Banking/Treasury Management accounts and services by phone, email or through face-to-face meetings as needed.* Develop client relationships by gaining trust of client with value added services.* Recognize and act on sales and servicing opportunities for all Private Banking/Treasury Management products and services to bank clients and prospects.* Assist department manager and relationship manager(s) with annual audits, portfolio management and reporting, scheduling, and assisting in meetings with clients to review and analyze changes in goals, objectives and recommending changes to their products as needed.* Maintain and follows through with clients regarding changes, additions and other service-related issues with Bank products and services.**New Business Development:*** Responsible for recognizing opportunities for new products, services, and fee income for the institution through traditional products and services.* Assists prospects and clients with relevant information about new products and services and helps manage referrals from other departments, as well as, assisting the department manager and relationship managers to grow existing relationships. Responsible for obtaining client referrals for other departments of the bank including Retail, Commercial and Investment Departments for various relationships.**Training:*** Training Office Managers, New Accounts Representatives, Tellers and Commercial Lenders on new Private Banking and Treasury Management products and services for the institution.**Other Duties:*** Maintain Bank’s public entity file and complete required daily reporting.* Completes monthly billing and maintains database using Weiland Account Analysis system.* Takes on special projects and assignments as needed.## Qualifications* Associate or bachelor’s degree in financial OR business administration preferred* Prefer someone with sales experience* 3-5 years' experience in related field***\\*\\*It is encouraged that all applicants attach a resume when applying.****The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see Human Resources should you have any questions about this policy or these job duties.*