International Private Banking Associate - Harlingen, TX

TRB Bank•Harlingen, TX

12h•Onsite

About The Position

The International Private Banking Associate will serve as a point of contact for both internal and external communications on all matters pertaining to the International Private Banking Department. This individual will provide superior quality customer service and a positive banking experience for customers. The associate will be responsible for opening, closing, and performing maintenance on personal and commercial accounts, cashing checks, receiving and processing deposits, withdrawals, transfers, and other assistance as requested in an accurate and timely manner. Will assist with answering phones, answering questions for clients, and resolving related account problems. This position requires a high level of interaction with both customers and employees an ability to communicate effectively.

Requirements

Bilingual (English/Spanish), required.
A self-starting individual who possesses a High School Diploma or GED.
3 plus years of administrative assistance experience.
Experience in managing multiple assignments, projects, and conflicting priorities with the pressure of short, demanding deadlines in a fast-paced environment.
Ability to follow complex, multi-step procedures to complete tasks.
Proficiency with Microsoft Office Suite.
Maintain confidentiality as required and appropriate.
Must have excellent verbal and written communication skills in both English and Spanish.
Detail-oriented, maintain accuracy, with strong organizational skills.
Must be able to be physically present in the Bank to perform job duties.

Nice To Haves

Basic office knowledge preferred but not required.

Responsibilities

Describe available accounts and services, which may include the use of ATMs, direct deposit, and overdraft protection.
Open and close accounts such as checking, savings, IRA, and Certificate of Deposit accounts.
Prepare documentation for new accounts under the Bank’s CIP/BSA policies.
Submit completed new accounts packages.
Assist clients and prospective clients with account or service inquiries, including interest rates, account charges and other pertinent account information.
Order checks and debit cards.
Maintain accurate details of each transaction.
Follow up on requests from clients in a timely manner.
Deposit funds received from customer and obtain receipt for customer.
Execute wire transfers of funds.
Frequently compose and finalize correspondence, drafts, reports, memos, and emails using experience and judgment to determine what should be included in each document.
Receive and direct clients and visitors.
Implementation of banking products and services
Assist with new leads for client acquisition, retention of referrals by actively soliciting, developing internal and external sources, through professional networks and by providing high level of personalized customer service.
Support and promote the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
Comply with federal and state regulations as well as all established Bank policies and procedures.
Other duties as assigned.