Private Client Banking Support Specialist

Mybankwell; New Canaan (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy. You will support day-to-day client interactions, document workflows, and service delivery through the CRM platform.

The role offers exposure to relationship management and may lead toward advisory, product, or service leadership roles within the bank. Strong collaboration with internal teams is essential.

Qualifications

• 3-5 years of commercial banking or client service experience.
• Strong interpersonal skills and a collaborative mindset.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with HubSpot is a plus.
• Exceptional attention to detail and organizational skills.
• Ability to thrive under pressure and meet tight deadlines.
• Excellent written and verbal communication.
• Adheres to all applicable Policies and Procedures
• Bachelor's degree preferred

Responsibilities

• Client Onboarding & Relationship Support: Manage onboarding workflows for new PCG clients, ensuring accuracy and speed.
• Cash & Treasury Solutions Expertise: Support cash management products such as sweep and zero balance accounts; oversee annual reviews of treasury services.
• Client-Focused Communication: Act as primary contact for client inquiries across digital banking, card services, and transactions.
• Cross-Functional Collaboration: Partner with risk, compliance, and operations to deliver integrated client solutions.
• Operational Excellence & SLA Management: Track SLAs and performance metrics; identify process improvements.
• Product & Policy Knowledge: Stay current on Bankwell's products/services and internal policies.

Skills

Client service

Interpersonal skills

MS Office

HubSpot

Attention to detail

Communication

Education

Bachelor's degree preferred

Tools

HubSpot

Excel

PowerPoint

Job description

Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy. You will support day-to-day client interactions, document workflows, and service delivery through the CRM platform.

The role offers exposure to relationship management and may lead toward advisory, product, or service leadership roles within the bank. Strong collaboration with internal teams is essential.