Summary. Responsible for performing a variety of services for our clients in a timely and professional manner. . . Essential Functions. Interact with customers to demonstrate care and build relationships with clients through proactive outreach and follow up. Assist commercial banking officers with wire transfers, payments, advances and client inquiries. Assist commercial banking officers with collection of application items, requesting financials...
Summary. This is an administrative and client-servicing position supporting a relationship manager with an assigned book of Wealth Management accounts to include trusts, estates, IRAs, charitable, custody and investment management accounts. The work environment is fast-paced requiring the ability to multi-task and prioritize a variety of time-sensitive, routine and non-routine client and administrative matters, with a high degree of accuracy and ...
