Bank Relationship Advisor - The Planet Group

22-27/hr 

Bank Relationship Advisor
Contract
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)
 
Preferred:
-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.