Private Bank Sales Support Associate II

The Private Bank Sales Support Associate II serves as the point of contact for high-net-worth clients, maintaining relationships and servicing their needs. The role provides sales support, administrative functions, customer service, and compliance oversight.

Requirements

• High school diploma or equivalent
• 2+ years of applicable retail experience with opening deposit and loan account or equivalent education and experience
• Ability to work M-F 8:30am- 5:30pm CT
• Ability to work in the office up to 3 days a week
• Strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail and ability to grasp big picture
• Highly organized and able to multi-task
• Understanding of financial services client service best practices
• Ability to balance client experience mindset with business risks
• Analytical problem solving and creative thinking
• Organizational and prioritization skills
• Exceptional written communication
• Proficiency in Microsoft Office Suite and Salesforce CRM software

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits