Private Banker

Hybrid in Aventura, FL, US • Posted 3 days ago • Updated 1 day ago
Contract W2
Contract Independent
12 Months
Hybrid
$30 - $35/hr
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Fitment

Dice Job Match Score™

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Job Details

Skills

  • Bank
  • banker
  • personal banker
  • Universal banker
  • Private Banker
  • KYC
  • Account Manager
  • Private banking
  • account openning

Summary

  • 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 bank 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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10236683
  • Position Id: 9108594
  • Posted 3 days ago

Company Info

About EmployVision

EmployVision is a talent acquisition and management solutions company delivering services that enable its clients to win in the changing work environment. We offer a range of services for the entire employment and business cycle, including direct-hire and contract staffing; executive search, employee assessment and selection; consulting and recruitment process outsourcing.



EmployVision meets the needs of its clients, including small and medium size enterprises in all major industry sectors, as well as the world's largest multinational corporations. Our broad-based experience in recruiting and an in-depth understanding of the workforce trends helps drive performance.



We combine our unique expertise and knowledge with a commitment to service excellence to deliver optimal workforce solutions that exceed expectations and integrate seamlessly within any organization.
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PS

Prashant Sood

Recruiter @ EmployVision
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