As a Digital Client Service Vice President in the Private Bank you will lead a team responsible for all online needs of large family and institutional clients. You will partner with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver a seamless and integrated approach to the Private Bank client online experience.
Job Responsibilities
- Act as the Digital Client Service Team Lead, overseeing a small team of Digital Client Service Associates
- Provide exceptional service to Private Bank clients within the digital platform
- Offer training and guidance to clients on effectively using digital platforms and tools
- Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
- Research, follow up, and resolve client inquiries and problems through effective interaction with clients, advisors, client service associates, product partners, branch operations areas, and other staff in a timely and professional manner
- Maintain up-to-date knowledge of digital banking products and services to effectively address client questions and concerns
Required Qualifications, Capabilities, and Skills
- 7+ years of client facing experience in the financial services industry
- Strong to exceptional interpersonal, verbal, and written communication skills
- Experience with banking and investment products, including online banking
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Preferred Qualifications, Capabilities, and Skills
- College degree or equivalent financial services/banking industry experience preferred
- Prior experience leading a client facing team of direct reports in a high volume environment
- Experience working with large families and institutional clients