Private Banking Portfolio Relationship Associate Job Lincoln Nebraska USA,Finance & Banking

Position Summary

The Private Banking Portfolio Relationship Associate is responsible for providing exceptional customer service to both personal and business clientele of the Private Banking Department. This professional is knowledgeable in loans, trust services and all deposit accounts and services in striving to exceed our clients' expectations. This position also requires an individual that has excellent problem solving and prioritizing skills and has a strong attention to detail.

Essential

Functions

Responsible for the relationship development and proactive customer service of high net worth individuals and commercial clientele.

Acquire a strong understanding of all products and services of the company to serve as a resource for our clients, cross-sell products and services, and provide effective problem resolution.

Coordinate all steps of the loan transaction, including preparing loans for approval and closing, processing loans, assembling and submitting documentation requests.

Assemble and submit documentation request packet and ensure adherence to all bank policies, including bank loan policy, government regulations, and compliance requirements, as well as matching terms of commitment letters if applicable.

Coordinate complex commercial credits;
Stay current with special loan product program requirements and guidelines; communicate and collaborate with third parties related to the special loan products and programs.

Service existing loan files, initiate renewals/extensions as loans mature, and follow up on pending items.

Facilitate the opening of new Private Banking accounts and help clients set up their automatics and bill pay items, as well as demonstrate and educate clients on how to use online banking, bill pay and mobile banking services.

Assist clients with a variety of requests including loan and account inquiries, payments, documentation changes, foreign currency orders etc.

Process payments, non-sufficient funds (NSF), non-posts, loan disbursements, participation transactions, draw requests, payoff calculations and wires.

Assist Department Head and Officers with tasks, projects, and reporting as assigned.

Coordinate and help plan client appreciation luncheons and marketing events.

Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.

Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.

Perform other job related duties or special projects as assigned.

Regular and reliable attendance is an essential function of this position.

Qualifications

Minimum of 2 years of lending and or deposit account experience preferred.

Proficient knowledge of commercial lending and loan requirements, loan documentation, collateral evaluation, lien perfection and local, state and federal regulatory requirements preferred.

Proficient knowledge and proven technical skills in deposit accounts, online banking, bill pay and mobile banking preferred.

Proficient knowledge in Microsoft Office Products and in working with other bank software.

Nebraska Driver's license.

Preferred Talents

Positive attitude and customer service oriented

Effective communicator- written and verbal

Accurate and detailed

Organized

Excellent problem‑solving skills

Self‑directed and takes initiative

Deadline driven

Projects a strong professional image and positively promotes the bank's customer service philosophy.

Working Environment

Indoor work - not exposed to outdoor elements or hazards.

Sedentary work, occasionally lifting or carrying up to 10 pounds.

Some travel required.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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