About this role
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.
Qualifications
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
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