Private Banking Service Officer

Popular•Aventura, FL

5d•$65,000 - $76,000•Hybrid

About The Position

Popular Private Client Service is currently looking for a PRIVATE BANKING SERVICE OFFICER to support Private Bankers and the Wealth Management and Private Banking division. This role primarily serves as the main point of contact for all service-related needs and administrative matters concerning Private Banking clients. The position involves nurturing, maintaining, and building client relationships, with a strong emphasis on delivering extraordinary service and ensuring exceptional client satisfaction and support.

Requirements

High School Diploma or equivalent (required).
Fluency in Microsoft Office programs (required). (Word, Excel, Powerpoint)
Ability to establish and maintain effective work relationships both internally and externally.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

Nice To Haves

Associates degree preferred.
Minimum of 2 years of sales and service experience in a private banking setting preferred.
Strong attention to operational policies and procedures.
Strong written and verbal communication skills.

Responsibilities

Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
Provide high-quality service to Private Banking clients.
Work in a team-oriented environment with Private Banking to deliver a seamless and integrated approach to client banking.
Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, bankers, product and service partners, branch/operations areas, and other internal staff and any necessary third parties, in a timely and professional manner.
Coordinate and follow through on client requests for products and services (e.g., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, IRAs, ATMs, etc.).
Identify sales opportunities for bankers and product partners when appropriate.
Provide administrative support to the team, including letter and memo preparation, filing, data entry, spreadsheet maintenance, and other administrative responsibilities.