Banking Analyst UHNW

Job Description

• To provide high-touch operational and administrative support to Banking Specialist serving UHNW clients. The Banking Analyst ensures exceptional client service delivery, focusing on day-to-day banking needs while supporting the broader wealth management relationship.

Client Service

• Managing routine banking transactions and service requests for assigned clients
• Responding promptly to client inquiries related to banking products
• Resolving account issues and service concerns
• Ensuring premium service delivery that meets private bank standards
• Coordinating with operations teams for complex transactions

Product Delivery

• Implementing standard banking solutions (checking/savings accounts, CDs, etc.)
• Processing basic credit requests within predefined parameters
• Setting up cash management services for clients
• Assisting with foreign currency transactions and international wire transfers
• Facilitating online/mobile banking setup and support

Documentation & Compliance

• Assist in monitoring existing loan portfolios
• Track loan covenant compliance and payment schedules
• Prepare regular portfolio status reports
• Monitor collateral valuations and margin requirements
• Support annual loan reviews and renewals

Relationship Support

• Working under the guidance of senior relationship managers
• Handling administrative aspects of client relationships
• Preparing documentation for client meetings
• Following up on action items from client interactions
• Maintaining accurate client records in CRM systems

Business Development (Limited)

• Identifying opportunities for additional banking services
• Making introductions to specialists for complex need
• Participating in client appreciation events
• Supporting retention efforts through excellent service

End Date: September 19, 2026