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  • Private Banking Coordinator

    First Financial Bank
    Job Description

     

    Responsible for providing administrative and clerical support to Private Bankers, Fiduciary Officers, Wealth Advisors, Retirement Plan Services Specialists and other personnel of Wealth Management.

     

     

    Essential Functions/Responsibilities:

    • Provide high touch, high level service to High Net Worth clientele.
    • Provide assistance in opening new deposit accounts, wealth management accounts and finalizing loan documentation.
    • On-boarding new Private Banking clients
    • Drafting letters and emails to clients and other internal/external service providers on behalf of clients
    • Prompt response to and independent resolution of client requests and issues as they arise.
    • Filing and other clerical tasks necessary to maintain a clean and orderly office.
    • Completing various tasks within the applicable systems as supervised / directed by the Private Banker or supervisor.

     

    Minimum Knowledge, Skills,  and Abilities Needed to Perform Essential Functions of the Job:

    • 2-4 years of experience in a professional office environment working with High Net Worth clientele
    • High School diploma
    • Proficient in Microsoft Office Suite of applications (Word, Excel, PowerPoint, Outlook)
    • Intermediate to advanced understanding of multiple banking products/solutions (home equity, line of credit, etc).
    • Ability to prioritize tasks amongst multiple officers.
    • Aptitude to learn new systems and processes quickly.
    • Exceptional ability to communicate professionally in both verbal and written form with high-net-worth clientele of the bank.
    • Resourceful self-starter who can work with remote bankers/officers efficiently and with limited direction
    • Ability to work with team members across the bank and within the wealth management division (high level of collaboration required)

     

     

    Physical Requirements:

    • Occasionally lifts and carries up to 10 lbs.
    • Occasionally stands and drives
    • Frequently sits and walks.

     

    Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures.  This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

     

     

     

    It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

     

    We are an E-Verify Employer.

    Contact Information