Private Banking Assistant I

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.

For more than 100 years – including 16 in Phoenix – Bankers Trust has provided personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals. From something as simple as a checking account to as complex as a commercial loan or wealth management strategy, our team is committed to getting to know you and your unique needs as we work to build a trusted and long-lasting relationship. We’re proud to be investing even further in this market with a new location in North Scottsdale, opening in mid-2024, with high-touch and personalized service to continue meeting your needs.

Job Summary:

The Private Banking Associate I that will be located in Phoenix 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 Salary Range: $25.80 - $30.00 (Annualized at 40 hours per week: $53,664 - $62,400)

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 will be onsite.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”