Private Bank Associate

Private Banking Associate

Type: 6-Month Contract

Location: Turnberry, Florida

Schedule: Onsite

Responsibilities of the Private Banking Associate include but are not limited to:

• Provide excellent 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.
• Verify client instructions and 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.
• Review and complete the KYC process and minimize the touch points between the client and the organization by understanding the documentation requirements across all entity types.
• Act on client instructions, inquiries, requests, 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.

Required Skills:

• Client service oriented with a high level of professional and personal integrity; demonstrates a positive and optimistic perspective during each client interaction.
• 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.
• Strong 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.

Required Experience:

• High School diploma or GED.
• 5-7 years of Private Banking experience.

Preferred Experience:

• Bachelor's degree in a related business field.