Private Banking Client Service Associate I/II

In a team environment, the Private Banking Client Service Associate/Lending Assistant supports job activities of assigned Relationship Managers (RMs) within Private Banking. Assist with the administration of client relationships, as directed by the RM. Provide clerical and/or analytical support, removing administrative/ clerical functions from RMs to allow them substantial calling time for customer retention and prospect development. Assistants may have direct professional contact with clients or other ancillary individuals (beneficiaries, lawyers, accountants, etc) pertaining to specific client accounts.