Ultra High Net Worth Support Specialist
First Financial Bank

Cincinnati, Ohio

Posted in Banking

This job has expired.

Job Info

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

Primary responsibility is to provide administrative and client sales/service support to Wealth Senior Relationship Manager and Director of Business Succession. Secondary responsibilities include providing back-up administrative and clerical support to Private Banker team.

Essential Functions/Responsibilities

  • Provide support to all sales and service activities related to Director of Business Succession Planning and UHNW team.
  • Provide assistance and ongoing support to select group of HNW and UHNW clients.
  • Provide high touch, high level service to specified clients in Book of Business.
  • Responsible for opening new deposit accounts, wealth management accounts and processing loan requests.
  • On-boarding new HNW/UHNW clients, which includes regular communication and follow up with clients, team, and other departments.
  • Serve on task forces, working to make the processes/products that impact team and client more efficient and effective.
  • Meet weekly with assigned team members, helping move sales items through the pipeline to completion.
  • Drafting letters and emails to clients and other internal/external service providers on behalf of clients
  • Prompt response to and independent resolution of client requests and issues as they arise.
  • Work closely with key partners within the organization to onboard, serve, and solve challenges related to overall relationship
  • Provide ongoing support to Wealth and Affluent Banking leadership in identifying areas of improvement to the program.
  • Filing and other clerical tasks necessary to maintain a clean and orderly office.
  • Completing various tasks within the applicable systems as supervised / directed by the team or supervisor.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • 5 years of experience in a professional office environment working with HNW and UHNW clientele.
  • High School diploma required.
  • College degree preferred.
  • Proficient in Microsoft Office Suite of applications (Word, Excel, PowerPoint, Outlook)
  • Intermediate to advanced understanding of multiple banking products/solutions (home equity, line of credit, etc).
  • Ability to prioritize tasks amongst multiple officers.
  • Aptitude to learn new systems and processes quickly.
  • Exceptional ability to communicate professionally in both verbal and written form with high-net-worth clientele of the bank.
  • Resourceful self-starter who can work with remote bankers/officers efficiently and with limited direction.
  • Ability to work with team members across the bank and within the wealth management division (high level of collaboration required)

Preferred Knowledge and Skills

    Level of Complexity and Scope

      Degree of Independence and Decision-Making
      • Works with limited supervision

      Required Supervisory Responsibilities

        Physical Requirements

          Compliance Statement
          • The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

          Development and Training

            It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

            We are an E-Verify Employer.

            This job has expired.

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