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Bank Relationship Advisor

boston, MA 02108

Posted: 06/06/2024 Employment Type: Contract Job Category: Customer Service Job Number: 617297 Country: United States Is job remote?: Yes

Job Description


Bank Relationship Advisor
6 months
Start 6/03
Process- video interview
Industry- Large commercial bank with many tech & life science customers
Hours- 8:30am-5:30pm 
Location- Los Angeles – CA, SF Bay - CA, Salt Lake - UT or Boston, MA
WFH situation- Mostly remote with occasional office days (1x a month) - must live within a commutable distance of office

Why Open- New position. 

Must haves:
-1+ years of banking or financial services industry
-Strong communication skills (customer service work)
-Bachelor degree 

Job Description:
The Private Bank Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process.

They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing requests for money movement and timely follow up on a wide variety of internal/external client requests.

The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.
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