The Private Banking Assistant provides administrative and operational support to the Private Banking Group (PBG) to ensure a high level of service for clients. This role assists with day-to-day activities, client servicing tasks, and internal coordination, while gaining foundational knowledge of private banking products and services.
RESPONSIBILITIES:
• Provide administrative support to Private Banking team members, including scheduling, document preparation, and follow-up tasks.
• Assist with routine client requests such as account maintenance, documentation, and general inquiries.
• Support account opening processes, wire requests, and basic servicing activities under supervision.
• Maintain accurate client records and assist with file organization and document management.
• Coordinate internal requests and ensure timely completion of assigned tasks.
• Assist with tracking loan portfolio activity, past dues, and reporting updates as needed.
• Order and maintain office supplies and support general office operations.
• Help prepare materials for client meetings, presentations, and business development efforts.
• Provide general support to ensure a high level of client service is maintained.
• Perform other administrative duties as assigned.
SKILLS/QUALIFICATIONS:
• High school diploma required; Associate’s or Bachelor’s degree preferred.
• 0–2 years of banking, administrative, or customer service experience preferred.
• Basic knowledge of banking products and services or willingness to learn.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Detail-oriented with a high level of accuracy.
• Ability to handle multiple tasks and prioritize effectively.
• Professional demeanor and strong customer service mindset.
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Ability to learn internal systems and processes.
• Team-oriented with a willingness to support multiple team members.
KEY COMPETENCIES:
• Customer Service Focus
• Attention to Detail
• Organization and Time Management
• Communication Skills
• Teamwork and Collaboration
• Adaptability and Willingness to Learn
Essential Functions:
• Sitting or standing for extended periods of time
• Ability to operate standard office equipment, including computer, phone, and copier
• Ability to communicate effectively with clients and internal team members
• Ability to review and process information with accuracy
• Occasional local travel, if needed
In Washington DC, the expected base pay salary range for this role is $59,774 to $98,626. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
United Bank is the community bank for the markets we serve. We offer local decision-making and the personalized service our customers have come to expect since 1839, with the insights, technologies, products, and services of a large bank – and a deep commitment to the communities in which we operate.
We are committed to developing long-term personal relationships with every customer. Our flexible, local decision-making approach enables our team to create customized solutions to help United customers grow and thrive. With more than 220 locations and over 2,500 employees across the Mid-Atlantic and Southeast, our experienced leadership, consistent performance, and focus on relationships make United the bank of choice for our customers, investors, team members, and communities.
We are committed to serving our communities with safe, sound, and secure practices – backed by strong earnings, sound asset quality, and strong capital – that have allowed us to weather any storm for 186 years. Because of this, our employees, customers, shareholders, and communities can rely on us to be their banking partner for decades to come.
Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
United Bank NMLS ID 522399 (www.nmlsconsumeraccess.org). ADVERTISING NOTICE - NOT A COMMITMENT TO LEND – SUBJECT TO PROGRAM AVAILABILITY. This is not a commitment lend. All loan applications are subject to credit and property approval. Annual Percentage Rate (APR), programs, rates, fees, closing costs, terms and conditions are subject to change without notice and may vary depending upon credit history and transaction specifics. Other closing costs may be necessary. Flood and/or property hazard insurance may be required. To be eligible, buyer must meet minimum down payment, underwriting, and program guidelines.
Before participating on our channels, please review our Social Media Community Guidelines: https://www.bankwithunited.com/social-media-community-guidelines
