What are the responsibilities and job description for the Private Banking Officer position at MidFirst Bank - Default?
1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.
As a Private Banking Officer, you will be the primary contact with clients and responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business. Responsibilities include, but are not limited to:
- Understand and manage all aspects of clients’ depository accounts with Bank. This includes, but is not limited to, opening/closing/superseding accounts, check orders, stop payments, managing exceptions, adjustments/reversals, account analysis and return items.
- Act as a liaison with other departments of the bank to provide stellar service to the banks internal and external clientele.
- Provide a high level of customer service to current and potential clients to exceed client expectations.
- Support Relationship Managers by handling a deposit portfolio.
- Posess a thorough knowledge of all the services offered and have a good understanding of account analysis.
- Regularly communicate with clients to conduct needs analysis to identify potential areas for improvement or new opportunities to better align their banking services to their evolving financial needs.
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Manage operational and organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements.
Candidates for this position must possess a minimum of 5 years’ experience in Retail, Commercial, or Private Banking and a work history that reflects a solid record of accomplishment of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of professionals, successful entrepreneurs and corporate executives.
Salary Range: $65,000 - 95,000 per year.
Salary : $65,000 - $95,000