Description
The Private Bank Client Service Associate supports private banking clients through the loan origination and servicing lifecycle, including prequalification, documentation analysis, loan estimates, closing coordination, mortgage online tools, deposit operations, and client communications. The role requires 1–3 years of client-facing experience in private banking, wealth management, luxury hospitality, or a comparable high-touch service environment, along with strong communication, organizational, technology, and confidentiality skills. It is a 40-hour Monday-to-Friday position with four days in the office and one work-from-home day, paying $38.46–$48.07 per hour plus a discretionary bonus opportunity beginning in 2027.
