Private Bank Assoc II - Int'l

Valley Bank • Aventura, FL

11h

About The Position

Responsibilities include but are not limited to:
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.

Requirements

• Strong Client service skills
• 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
• Knowledge of International Banking markets
• Knowledge of Private Banking processes, procedures and controls
• High School Diploma or GED
• minimum of 5 years private banking or customer service experience

Nice To Haves

• Bachelor's degree in a related business field

Responsibilities

• Provide superior service to International Private Banking clients
• Customize account opening documentation for the client's review and signature
• Prepare appropriate documentation in a timely fashion to facilitate the execution of transactions
• Maximize the client experience by reviewing and completing the KYC process
• Handle client instructions, inquiries, requests, voicemails and issues in a timely fashion
• Work with credit team on new and existing loan requests
• Monitor client's daily transactions and inform Banking team of potential issues

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED