Job Description

Responsible for assisting Beverly Hills Branch Operations Manager and Private Banking team as needed on administrative, operations, and customer service related matters.

• Provide excellent customer service to both internal staff members and external customers.
• Assist Operations Manager and Private Banking team with daily processing of customer information and requests by performing various administrative, operational, and clerical functions, ensuring timely and efficient transaction execution.
• Serve as intermediary between Relationships Managers and all other departments within the Bank.
• Receive, review, and process customer requests and inquiries accurately and expediently.
• Assist in the review of daily reports, temporary overdrafts, and funds transfer requests.
• Perform wire call backs and input wire transfers into system as needed.
• Assist in the preparation of new account opening including KYC and Compliance process.
• Assist in cash management servicing as needed.
• Process Annual Account Reviews.
• Provide back-up coverage for teller position and operations support for both Beverly Hills and DTLA branches.
• Adhere to the guidelines set by Compliance Department.
• Work on special projects when requested by either his/her direct supervisor or Beverly Hills Private Banking team.

Qualifications

• Bachelor Degree preferred
• 1-3 years’ experience in banking industry or related field
• Customer service skills
• Self-starter with the ability to multi-task and prioritize
• Excellent interpersonal and communications skills both written and oral

Additional Information

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

DUE TO COVID-19, MOST OF OUR EMPLOYEES ARE WORKING REMOTELY. WE HAVE IMPLEMENTED A VIRTUAL HIRING PROCESS AND CONTINUE TO INTERVIEW APPLICANTS BY PHONE OR VIDEO AND ARE ONBOARDING NEW HIRES REMOTELY. WE VALUE THE SAFETY OF OUR EMPLOYEES BECAUSE WE’RE ALL IN THIS TOGETHER.

NO AGENCIES PLEASE.