Private Banking Assistant

United Bank • Full-time • Washington, District of Columbia, United States • $59.77k - $98.63k / year • 3m ago

JOB SUMMARY:
The Private Banking Assistant provides administrative and operational support to the Private Banking Group (PBG) to ensure a high level of service for clients. This role assists with day-to-day activities, client servicing tasks, and internal coordination, while gaining foundational knowledge of private banking products and services.

RESPONSIBILITIES:

Provide administrative support to Private Banking team members, including scheduling, document preparation, and follow-up tasks.
Assist with routine client requests such as account maintenance, documentation, and general inquiries.
Support account opening processes, wire requests, and basic servicing activities under supervision.
Maintain accurate client records and assist with file organization and document management.
Coordinate internal requests and ensure timely completion of assigned tasks.
Assist with tracking loan portfolio activity, past dues, and reporting updates as needed.
Order and maintain office supplies and support general office operations.
Help prepare materials for client meetings, presentations, and business development efforts.
Provide general support to ensure a high level of client service is maintained.
Perform other administrative duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:

High school diploma required; Associate’s or Bachelor’s degree preferred.
0–2 years of banking, administrative, or customer service experience preferred.
Basic knowledge of banking products and services or willingness to learn.
Strong organizational and time management skills.
Excellent verbal and written communication skills.
Detail-oriented with a high level of accuracy.
Ability to handle multiple tasks and prioritize effectively.
Professional demeanor and strong customer service mindset.
Proficient in Microsoft Office (Word, Excel, Outlook)
Ability to learn internal systems and processes.
Team-oriented with a willingness to support multiple team members.

KEY COMPETENCIES:

Customer Service Focus
Attention to Detail
Organization and Time Management
Communication Skills
Teamwork and Collaboration
Adaptability and Willingness to Learn

Essential Functions:

Sitting or standing for extended periods of time
Ability to operate standard office equipment, including computer, phone, and copier
Ability to communicate effectively with clients and internal team members
Ability to review and process information with accuracy
Occasional local travel, if needed

Company Profile

In Washington DC, the expected base pay salary range for this role is $59,774 to $98,626. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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