Private Client Services Representative

Skills

About the Role

You will act as the primary point of contact for high-value commercial and individual clients, guiding them through account opening, product selection, and onboarding. You will deliver tailored banking and digital asset solutions, gather client feedback to improve the experience, develop deep industry knowledge for specialist roles, prospect for new clients, and contribute ideas to improve processes.

Requirements

• Strong interpersonal and communication skills
• Curiosity and willingness to learn
• Experience or knowledge in digital assets, Bitcoin mining, or the cannabis industry for specialist roles
• Banking experience preferred but not mandatory

Responsibilities

• Serve as the primary point of contact for key clients
• Guide clients through account opening and product selection
• Deliver tailored banking and digital asset solutions
• Solicit client feedback to enhance the customer experience
• Develop deep industry knowledge for specialist roles
• Prospect strategically to attract and expand the client base
• Contribute ideas to improve processes and customer experiences
• Stay current on digital asset and blockchain trends

Benefits

• Discretionary bonuses
• Stock options
• 401(k)
• Medical insurance