Private Banking Lending Assistant

Full Time
Oklahoma City, OK 73118
Posted
Job description

As a Private Banking Lending Assistant, you will be responsible for assisting in the servicing of deposit, lending and trust relationships with affluent clients. Primary responsibilities include the processing of new and existing loan requests. Additional responsibilities include assisting with deposit account services and inquiries. Compliance with current regulations and policies is required. This role also has a high interaction with clientele, title companies and loan and deposit account servicing departments, and requires strong interpersonal skills. This position will be located in our banking center at Grand & Western.

Position Requirements:

  • 3-5 years of professional experience, preferably in banking or financial services. A Bachelor's degree will be considered in lieu of experience requirement.
  • Candidates must have excellent communication and client service skills, be analytical and detail-oriented, and possess strong organizational skills
  • Candidates must be able to learn new systems quickly, while also demonstrating proficient knowledge of Microsoft Office products. This role will utilize multiple internal or proprietary systems and platforms.

A Bachelor’s degree and/ or experience in Private Banking, Credit or Lending is preferred.

Experience

Required
  • 3 - 5 years: Professional experience, preferably in a banking or financial services environment, and have excellent communication and client service skills

Education

Required
  • High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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