The Personal Banking Assistant in the Wealth Management Division is responsible for providing personalized support in all phases of customer service, client relationship building, and account maintenance to Wealth Management Relationship Managers.
The Personal Banking Assistant will be responsible for new account documentation, customer transactions, wire transfer processing, overdrafts, return item processing, customer service inquiries, outbound marketing and cross-selling of banking products, and other general administrative support. The Personal Banking Assistant must also comply with all established CIP and BSA/AML requirements.
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