The PrivateBank Client Specialist in Chicago, Illinois60664

PrivateBancorp, Inc. through its subsidiaries, delivers customized business and personal financial services to middle-market companies, as well as business owners, executives, entrepreneurs and families in all of the markets and communities we serve. We provide a comprehensive benefit package including paid vacation and holidays, 401(k) with employer match, insurance and EAP. Please visit our web site to learn more about The PrivateBank and Trust Company and PrivateBancorp, Inc. listed on NASDAQ PVTB. The PrivateBank is an Equal Opportunity Employer M/F/Disability/Veteran

  • Responsible for the timely and accurate preparation of daily client requests (i.e. wires, ACH and cashier’s checks requests, overdraft communication, etc.)

  • Responsible for timely account opening and closing for existing clients at client or the Relationship Manager request

  • Complete necessary documentation and due diligence to ensure accurate and compliant opening of depository accounts and other bank products

  • Responsible for uploading new account documentation to the system and clearing deposit account documentation exceptions in a timely manner

  • Support Relationship Managers by providing ongoing assistance with deposit account portfolio, including accurate account information, maintenance changes, etc.

  • Maintain current knowledge of commercial Bank products, pricing and policy. Cross sell commercial products to new and existing clients

  • Provide a superior level of customer service to clients by promptly responding to their requests and facilitating the resolution of the account issues

  • Assist with other special projects as assigned by management

  • 3-5 years Banking work experience preferably in the customer service area

  • Strong oral and written communication skills

  • Microsoft Office proficiency required

  • Ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment

  • Bachelor’s degree desired

ID: 2017-4131

External Company Name: Private Bank and Trust Company, The