Job Description

Job Overview

The Private Bank Associate I enhance the client experience by servicing high net worth clients and providing transactional and administrative support to Private Bankers. The role is responsible for managing the processes and procedures associated with client onboarding, general account maintenance, transactions and inquiries, with exceptional client service.

Job Description

Responsibilities include but are not limited to:

• Provide excellent service to International Private Banking clients in a professional manner and ensure a personalized client experience at each touch point.
• Customize account opening documentation for the client's review and signature, understanding how the client type, client risk, and product type play a role in preparation.
• Verify client instructions and prepare appropriate documentation in a timely fashion to facilitate the execution of transactions and coordinate the process flow by partnering with internal business units and follow up until completion.
• Review and complete the KYC process and minimize the touch points between the client and the bank by understanding the documentation requirements across all entity types.
• Act on client instructions, inquiries, requests, voicemails and issues in a timely fashion and facilitate the processing of transactions in an accurate manner to help maintain client relationships.
• Work with credit team on new and existing loan requests, complete ROE models, submit payoff request and answer inquiries on loan details.
• Monitor client's daily transactions and inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer's standard instructions.

Requirements

Required Skills:

• Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
• Clear written and verbal communication skills in English and Spanish.
• Strong work ethic with ownership of tasks to completion.
• Detail oriented with excellent organizational skills.
• Strong problem resolution skills with the ability to draw the correct conclusions.
• Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
• Perform effectively, efficiently and professionally within a team, with business partners, colleagues, and all levels of staff and management.

Required Experience:

• High School diploma or GED.
• Minimum of 2 years private banking or customer service experience.

Preferred Experience:

• Bachelor's degree in a related business field

Job Tags

Bank staff,

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