Private Banking Associate I - Cedar Rapids at Bankers Trust Company

Cedar Rapids, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Sep, 26

Salary

28.0

Posted On

23 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Clerical Skills, Bookkeeping, Customer Service, Administrative Support, Loan Documentation, Wire Transfers, Financial Statement Analysis, Confidentiality, Judgment, Time Management

Industry

Financial Services

Description

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. Job Summary: The Private Banking Associate I 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. The PBA I possesses a beginning to working knowledge of subject matter & handles basic to moderately complex issues, escalating the more complex issues to the PBA II or PB Senior Associate. 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. * Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients * Assists lending officers on clean-up 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: * Exceptional clerical skills * Possesses good judgment * Ability to work well under pressure * Basic bookkeeping skills extremely helpful * Confidentiality is a must Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Base Salary Range: $24.00 - $28.00 plus annual bonus. 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 may be eligible for a hybrid work schedule (requiring some days in the office each week). EQUAL OPPORTUNITY EMPLOYER “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

Responsibilities

Provides administrative support to Private Banking officers and delivers efficient service to clients. Responsibilities include processing payments, preparing loan papers, and resolving customer issues via various communication channels.