Private Banking & Treasury Support Specialist — Client Impact

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

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.