Admin/Personal Banker
Core
Provide administrative support to office leadership and process client banking transactions including deposits, withdrawals, and account maintenance.
Role type
Administrative & Personal Banker
Builds
Office operational readiness and client banking services
Domain
Wealth Management & Banking Operations
Required skills
calendar management, meeting coordination, travel arrangements, business correspondence, filing systems, data entry, expense tracking, cash handling, account opening, client inquiries, regulatory compliance
Preferred skills
knowledge of banking products, Safe Deposit Box maintenance, audit support
Technologies
electronic filing systems, banking reports
Responsibilities
Manage calendar, meetings, and travel; process client banking transactions; maintain filing systems; track expenses; assist clients and visitors; ensure regulatory compliance
Seniority
Individual Contributor, operational support