At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Responsible for performing various operational and client service activities and provide support in assigned Private Client Services Market. Assists WMG Region partners to meet service levels consistently by coordinating information among internal/external customers and resolving more complex and escalated operational issues.
Essential Job Functions
Responds to various complex operational issues for internal and/or external customers.
Supports all WMG clients with daily transaction requests, account research, and problem solving
Identifies operational improvements.
Reviews and analyzes daily reports and makes decisions as necessary.
Resolves escalated issues from internal and external customers.
Maintains thorough knowledge of unit policies, procedures, standards and workflow.
Educates the local WMG Team in compliance and operations policy updates
Other Job Duties
May act as a lead or coach to less experienced staff.
Performs other duties as assigned.
Any duties established to support the sales goals of the market.
Effectively represent Wealth Management Group to clients and internal business partners
Follow policies and procedures laid out for the protection of our clients and the bank.
Extra projects as assigned, opportunities to volunteer for additional learning and leadership opportunities
- Requires practical knowledge of job area typically obtained through advanced education combined with experience.
- Requires 3 years minimum prior relevant experience.
- Complete knowledge of the products, policies and processes related to unit assigned.
- Complete knowledge of banking operations.
- Ability to pro-actively manage daily tasks independently.
- Effective communication skills via email, telephone, and in-person.
- Ability to learn new programs and technology, as well as suggest improvements.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.