Job Description
Position provides support to the Platinum Service Team, including, but not limited to: the Senior Managing Director, the Team’s clients, and the Partners and Wealth Officers on new business prospecting, onboarding and maintaining relationships, and branch functions. Partners with Deposit Services, Loan Operations, Treasury Operations and Sales, Escrow, Compliance and Risk, and Branch Admin. Tasked with producing necessary reports to different divisions and executive managers, and the occasional special project.
