Banking Associate

Position: Private Bank Associate III

Location: Miami, FL

About the Role

Responsibilities of the Private Banking Associate 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, 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.

Required Skills:

• Client service oriented with a high level of professional and personal integrity; demonstrates 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.

• 5-7 yrs Private banking experience.

Preferred Experience:

• Bachelor's degree in a related business field

Thanks & Regards,

Rajib | Senior Recruiter

Employvision, Inc.

Phone: (732) 384-1467 | E-mail: [email protected]