Jr. Private Banker

Job description: Jr. Private Banker

Tasks

• Support the expansion of the private banking business by generating and pursuing leads from existing and potential clients and assessing and meeting their overall banking, investment and wealth planning needs
• Identifying and providing suitable banking products and services that demonstrate simplicity, advice, knowledge and experience, after conducting an in-depth analysis of customer needs
• Collaborate with the investment and advisory team, product professionals and other business units to maximize the client experience, foster trust and collaboration, identify synergies and referral opportunities, and maximize the depth of the product and service portfolio offered
• Meeting and exceeding customer expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner
• Demonstrate a proactive attitude by providing customers with thoughtful and relevant information and insights
• Develop and maintain a disciplined approach to sound account management practices through regular account reviews
• Maintenance of the required account documentation (W8, KYC updates, etc.)
• Efficient management of customer communication, including travel plans
• Identify sources of potential customers, define a methodology to maximize customer acquisition efforts
• Compliance with anti-money laundering and terrorist financing laws, regulations and guidelines as well as the Bank's policies and procedures

Requirements

• Bachelor's degree in business administration or a related field
• FINRA Series 7 required
• Proven knowledge of private banking investments, products and services
• Outstanding sales and relationship management skills
• Excellent analytical and organizational skills
• Excellent interpersonal and influence management skills
• Very good verbal and written communication skills
• Ability to work effectively with multiple teams
• Fluent in Spanish and English

We offer

Other

• Equal Opportunity Employer: This employer is required to inform all applicants of their rights under federal employment laws.