Private Banking Assistant

Cedar Rapids Bank and Trust

Cedar Rapids, IA Administrative & Clerical

Job Reference #: 351070

JOB SUMMARY: 
Performs administrative work for Private Banking officers including client service and general administration. Generates reports, monthly tracking, signature cards, follow-up on client issues, and performs other projects as defined. Work is performed independently yet under the general supervision of SVP Private Banking.   
ESSENTIAL FUNCTIONS: 
  1. Prepare recurring reports, compose and prepare client correspondence, maintenance forms, and signature cards for new and, existing accounts.
  2. Establishes and maintains a variety of files and records for Private Banking officers. Follow up to ensure actions are completed.
  3. Business Contact Manager to update and add tasks to PB officers, schedule appointments, meetings and events.
  4. Performs other duties as assigned
  
QUALIFICATIONS: 
  1. Follow up and detail-oriented, strong interpersonal skills and ability to communicate both written and verbally. Ability to establish, maintain and prepare reports, documents, etc.
  2. Ability to manage a variety of tasks and work independently
  3. Professionalism
  4. Knowledge and experience with Microsoft Office (Word & Excel)
  5. Must be able to maintain the utmost confidentiality
Pre-Employment Drug Testing, Credit Check & Background Check Required

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://qcrcrbt.applicantlist.com/jobs/351070-142385.html    

Application Instructions:

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Job ID: 68703

Posted 17 days ago

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