Private Bank Assoc II - Int'l - Aventura, FL

Apply

The Private Bank Associate II enhances the client experience by servicing high net worth clients and provides 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, building and maintaining positive and productive relationships externally and internally.

40

• Provide superior 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.
• 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.
• Maximize the client experience by reviewing and completing the KYC process and minimize the touch points between the client and the bank by understanding the documentation requirements across all entity types.
• Handle 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.

• Strong Client service skills with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
• Strong relationship management skills.
• 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.
• Complex 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.
• Knowledge of International Banking markets.
• Knowledge of Private Banking processes, procedures and controls.

• High School Diploma or GED and a minimum of 5 years private banking or customer service experience

• Bachelor's degree in a related business field

Full-time

Non-exempt

Pay Range Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$55,700.00 - $92,900.00 / year

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.