המקום בו המומחים והחברות הטובות ביותר נפגשים
Job Description:
Job Description:
Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients
Support fulfillment of clients’ needs and expectations across all products and serve as a “triage” point for specialists and service centers including but not limited to account setup, monitoring and maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending
Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
Interact with client to complete necessary transactions (e.g., deposits, money movement, transfers, etc.) & account maintenance
Manage and execute client transactions with respect to business and individual Bank, credit, and investment products (may be performed by service center at PBA’s request based on transaction type). Ensure transactions are completed within audit and compliance standards as well as timely execution.
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Develop referrals for credit and Bank products
Support Client Team in all sales support and administrative functions as needed including pipeline reporting, marketing and business development, client/prospect presentations, expenses, printing, faxing, calendar & email management, client events, communication and travel & entertainment reservations
Ensure adherence to all internal policies and compliance to legal and regulatory requirements including client verification
Qualifications
Minimum of 1-3 years of experience with a financial institution focusing on client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance or Economics desired
Ability to obtain and maintain SAFE Act registration
Responsibilities:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך