Private Banking Assistant

Ohnward Bank & Trust

This position is responsible for providing a high-level of banking assistance to bank customers in handling their deposits and payments, and other needs.  Assist and support bank administration in its operational issues.  Gather and analyze financial and related data of customers.  Provides administrative support and support to other areas of the bank.

  • Provides the day-to-day services, including, open checking and saving accounts, CDs, IRAs, HSAs; advances; paydowns; domestic and international wires, order and close debit cards, order real estate appraisals, etc.
  • Prepares commercial and consumer loan documents, credit reports, lien searches.  Prepares documentation on flood hazard determinations, home-owner’s insurance.  Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, and loan forms.
  • Coordinate and work with bankers monitoring including items such as overdrafts, past dues, non-sufficient funds, etc.
  • Manage loan files.  Properly administer loan documentation process pre- and post-closing
  • Review approvals for consistency with loan documents to be signed by clients.
  • Properly administer secretary of state fillings; recording documents and lien perfection requirements
  • Exceptional organization abilities, including prioritization and scheduling management
  • Ensure compliance of security and banking policies and guidelines in banking assistant functions.
  • Develops positive relationships with all areas of the organization. 
  • Organize and manage special Private Banking Appreciation events.
  • Schedule monthly Private Banking meetings.
  • Performs other duties as assigned.

Equal Opportunity Employer

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Job ID: 80659

Posted 26 days ago

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