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Private Banking Assistant I
Flexible Locations:
The Woodlands, TX
or work from 1 other location
The Woodlands, TX
Type: Regular Full-Time
Job ID: 2022-15527
Category: Administrative/Clerical
Overview

The purpose of this job is to provide technical expertise needed to service Private Banking clients, specifically loan and deposit products and services and will work with other business units on investments, fiduciary, and insurance services. These responsibilities include the monitoring of all aspects of moving loan applications through underwriting, document preparation, loan closing, and exception management.  It also includes the establishment and maintenance of deposit vehicles and the assistance with ongoing portfolio management or total bank solutions that may require a liaison between a multitude of departments throughout multiple geographic locations.

Responsibilities:
  • Provide excellent customer service to all clients, internally and externally.  Assisting customers with all banking functions as needed, including but not limited to transferring funds, wires, balance inquiries, and immediate problem resolutions, particularly those that require a liaison to coordinate activity between multiple Business units, Tailored Wealth, and geographic locations that may be needed to create a total bank solution.  Use experience-based expertise to provide customers and PB team companywide with answers to questions regarding policies, procedures, processes and systems relating to new account establishment, loan administration, training requirements, platform systems (B2B/ACTion/LoanFlow/Atlas/M&I/LaserPro), compliance requirements and general questions concerning other areas of the bank that interface with Private Banking.
  • Gather information and prepare loan application, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, work closely with Private Bankers in obtaining and approving collateral releases, complete, file release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts. Assist Private Banking Officers with portfolio management as needed including but not limited to resolving and monitoring loan, covenants, and credit exceptions, preparing financial analysis forms as needed and other supporting documentation required for loan compliance Provide administrative support for the department.  Duties include, but not limited to answering phone and referring call to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, opening and distributing mail, and preparing expense reports.
  • Provide administrative support for the department.  Duties include, but not limited to answering phone and referring call to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, opening and distributing mail, and preparing expense reports. Adhere to the Sundown rule.
  • Assist and support high net worth clients with the establishment and maintenance of a variety of depository accounts.  Monitor all related activity needed to handle clients’ depository needs while adhering to all regulatory and compliance requirements.
  • Make referral to create cross-sell opportunities for all bank products and special services (i.e. not limited to Private Banking services) that would meet the unique needs of high net worth clients that this position serves.

 

Qualifications
  • Mastery of M&I, ACTion, B2B, LaserPro, Loan Flow and ATLAS
  • Mechanics of debits and credits to loans/deposit accounts
  • Activity involved in preparation and completion of loan applications, documents and loan portfolio maintenance
  • Mechanics of opening and maintaining most complex deposit products (such as CD’s imbedded in Trust Accounts or part of Financial Planning vehicles)
  • Intermediate knowledge of bank workflows and processes
  • Knowledge of bank regulatory and compliance requirements impacting loans and deposit processing
  • Knowledge of various departments within the bank
  • Knowledge of Tailored Wealth organizational structure
  • Knowledge of the Perform system for pipeline reporting and client activity
  • Excellent customer service skills
  • Ability to process and monitor loan applications to perfection
  • Ability to process and monitor depository accounts
  • Advanced problem-solving skills
  • Intermediate word processing and spreadsheet abilities
  • Ability to communicate verbally and in writing with high net worth clients
  • Organizational and time management skills
  • High school diploma (required).
  • Minimum of five (5) years of previous experience in Banking, Sales and/ or Administrative support
Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.  Come onboard and join our team!

 


Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.

 

If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to careers@trustmark.com or call 866.213.1418.

 


Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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