Admin/Personal Banker
Core
Provide administrative support to office leadership and process client banking transactions including deposits, withdrawals, and account maintenance.
Role type
Administrative and Personal Banker
Builds
Office operational readiness and client banking services
Domain
Banking and Wealth Management
Deliverable
product features
Required skills
calendar management, document preparation, data entry, cash handling, client service, regulatory compliance, audit support, expense tracking
Preferred skills
knowledge of banking products, Safe Deposit Box maintenance
Technologies
electronic filing systems, banking reports
Responsibilities
Manage calendars and travel arrangements, process client banking transactions, maintain filing systems, track departmental expenses, assist clients and visitors, coordinate with Relationship Managers, support audits and risk management activities
Seniority
Individual Contributor