Private Banking Admin
Banco Sabadell•Miami, FL
•Onsite
About The Position
Banco Sabadell is seeking a Private Banking Admin candidate to join a dynamic team within one of the fastest growing banks in Florida.
Requirements
- An Associate's, Bachelor’s degree or a four-year degree or equivalent.
- Minimum 2-5 years of related experience or training.
- Ability to speak, write and read English and Spanish fluently (required), Portuguese (preferred).
- Well organized and able to meet deadlines.
- Proficient in the use of PC tools and Microsoft Office.
- Customer service oriented.
Nice To Haves
- Portuguese fluency
Responsibilities
- Assist Private Bankers in the preparation of call reports, visit reports, KYCs, investment profile updates, credit proposals, and any other document requirements.
- Assist Private Bankers in the update of account documentation for existing accounts.
- Prepare documentation for account openings and investment portfolios following the established compliance guidelines.
- Coordinate and help execute transfers, foreign exchanges, investment orders, and new time deposit or renewal requests from external and internal clients.
- Execute orders received by telephone calls, faxes, email, or mail.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
