Private Banking Assistant - Phoenix, United States - Bankers Trust

Bankers Trust

Verified Company

Phoenix, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Brief:

Located in Phoenix, this position provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private Banking clients.

There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more.

At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created.

We regularly receive best in class results through our biennial employee engagement survey.

We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the _Business Record_.

For more than 100 years - including 16 in Phoenix - Bankers Trust has provided personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals.

From something as simple as a checking account to as complex as a commercial loan or wealth management strategy, our team is committed to getting to know you and your unique needs as we work to build a trusted and long-lasting relationship.

We're proud to be investing even further in this market with a new location in North Scottsdale, opening in mid-2024, with high-touch and personalized service to continue meeting your needs.

Job Summary:

Primary Functions and/or Responsibilities:

Prepares letters, memorandums, reports and credit/debit items; processes payments, advances, and wire transfer requests; assists officer in opening new accounts and preparing loan papers.
Assists lending officers on cleanup of documentation exceptions, requests financial statements when due and assists in the insurance monitoring of credit relationships
Processes foreign currency orders when needed
Performs other duties as assigned

Education and/or Experience:

High school diploma or GED preferred
At least one year of administrative experience required
Banking experience and a beginning understanding of commercial and real estate lending is helpful, but not required

Specific Skills, Knowledge & Abilities:

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Exceptional clerical skills
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Possesses good judgment
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Ability to work well under pressure
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Basic bookkeeping skills extremely helpful
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Confidentiality is a must

Hiring Salary Range

Benefits

Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Paid Parental Leave
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking a suite of products and services with special benefits for employees

Hybrid Eligibility:
Position will be onsite.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
**"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"