The Private Banking Representative serves as the dedicated liaison between high-net-worth clients and the Bank, delivering exceptional service to foster long-term relationships and provide innovative, tailored banking solutions. This role centers on high-touch client engagement, business account management, and delivering a world-class customer experience.

Key Responsibilities:

Serve as the primary point of contact for VIP clients through phone, email, fax, and voicemail, adhering to rapid response standards

Assist clients with onboarding, including the setup of new accounts and enrollment in Bank services

Process a variety of financial transactions such as deposits, transfers, and domestic/international wire transfers

Maintain daily communication with clients regarding overdraft monitoring, transaction verifications, and returned items

Execute account maintenance, including updates to client records in both digital and physical formats

Manage and fulfill client supply orders (checks, deposit slips, endorsement stamps)

Identify client needs and cross-sell additional banking products and services

Coordinate with internal departments and participate in regular team meetings

Ensure compliance with key regulations and standards (GLBA, BSA, security protocols)

Assist with administrative functions, such as monthly reconciliations, certifications, and client reporting

Provide on-site support for clients when needed (e.g., account openings, maintenance)

Support Senior Management and colleagues by setting up specialized services for clients

Assist with planning and execution of client and internal events

Escalate client concerns appropriately and ensure swift resolution

Required Skills and Experience:

1–3 years of experience in branch banking, specifically handling corporate/business accounts

Proficiency with cash/treasury management tools, including online banking platforms, remote deposit capture, small business bill pay, and wire transfer systems

Strong client relationship management and customer service skills, particularly with high-value clients

Proven ability to handle complex escalations and recommend suitable banking solutions

Exceptional problem-solving, time management, and organizational skills

Excellent written and verbal communication abilities

Strong working knowledge of Microsoft Office Suite (Word, Excel, Outlook) and Windows-based systems

Ability to obtain or maintain Signing Authority

Willingness to travel for on-site client meetings and support

High School Diploma/GED or equivalent required



EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.