6 Private Banking Assistant Jobs in Tulsa, OK
Barracuda Staffing & Consulting is Hiring a Private Banking Assistant Near Tulsa, OK
- Competitive salary and performance-based bonuses.
- Health, dental, and vision insurance.
- Retirement savings plan (401k).
- Paid time off and holidays.
- Ongoing professional development and training opportunities.
- A supportive and inclusive work culture.
- Opportunities for career advancement within the organization.
- Client Support: Serve as a primary point of contact for clients, addressing inquiries and providing information on various banking products, (business checking, savings, CDs, IRA’s, ), treasury services, and account-related questions.
- Banker Assistance: Collaborate with bankers to assist with lending questions, document preparation, and client interactions, ensuring a seamless and efficient client experience.
- Documentation: Assist in the preparation, review, and organization of banking documents, including loan applications, account paperwork, and client correspondence.
- Client Relations: Cultivate and maintain positive client relationships by consistently delivering outstanding service, demonstrating empathy, and providing timely responses to inquiries.
- Multitasking: Efficiently manage multiple tasks, prioritize workload, and meet deadlines to ensure the smooth operation of the private banking department.
- Client Engagement: Help create a warm, welcoming, and personalized environment that makes clients feel valued and important during their interactions with the bank.
- Bachelor's degree in finance, business, or a related field preferred.
- Previous experience in banking, private banking, or financial services is a plus.
- Excellent oral and written communication skills.
- Strong interpersonal skills with a focus on client satisfaction.
- Exceptional organizational and multitasking abilities.
- Detail-oriented and committed to maintaining accurate records.
- Proficiency in Microsoft Office Suite and banking software.
- Ethical and trustworthy with confidential information.
- Professional demeanor and a passion for delivering exceptional client service.
- Ability to work independently and as part of a collaborative team.
Job Summary
Full Time
$60k-80k (estimate)
12/04/2023
05/22/2024
The job skills required for Private Banking Assistant include Microsoft Office, Written Communication, Financial Services, Client Relationship, Client Interaction, Banking Products, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Banking Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Banking Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Banking Assistant positions, which can be used as a reference in future career path planning. As a Private Banking Assistant, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Banking Assistant. You can explore the career advancement for a Private Banking Assistant below and select your interested title to get hiring information.
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