Relationship Officer

Job description

Job Details

• Job Category: Associate
• Requisition Number: RELAT001803
• Posted: April 18, 2025
• Full-Time
• Hybrid
• Florida

Tasks and responsibilities

Client Service

• Support private bankers in implementing various aspects of the relationship management initiative with their respective client base and potential clients.
• Research, track and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product specialists, operations and other staff in a timely and professional manner.
• Gain a deep knowledge of the client base to be an additional point of contact for clients on all matters related to the account management process, including but not limited to account management, products, portfolio analysis and market intelligence.
• Identify cross-selling opportunities and escalate to bankers and product partners to close or advise customers.
• Achieve a high level of product knowledge, internal processes and sales execution.
• Participate in the execution of client instructions, perform account opening procedures, prepare and collect documentation from clients in a timely and accurate manner.
• Responsibility for ensuring efficient processing and timely and accurate execution of customer instructions.
• Proactive monitoring of customer account status and reporting of irregularities.
• Function as an important contact person, both externally and internally, for daily operational customer inquiries.
• Building strong partnerships with other areas of the bank to ensure a high quality of service for all customers.

Control

• Checking customer documentation for completeness and accuracy as an initial quality control.
• Closely monitor all trades and perform accurate cash management to avoid unnecessary problems in the account management process.
• Identification and consistent implementation of measures to avoid or correct practices and procedures that do not conform to compliance standards or regulations.
• Daily review of trades, transaction activities and monthly closings as an additional quality control.
• Tracking of trade execution (quality control).
• Analyze and resolve client transactions or issues with minimal supervision.
• Training to develop the ability to service the largest accounts or solve the most complex problems.
• Compliance with Itau's anti-money laundering and banking secrecy laws, rules and regulations and related policies and procedures.

Requirements

• Bachelor's degree in business administration or a related field.
• Series 7 required.
• Three or more years of experience in customer service, operations or private client relationship management support.
• Advanced knowledge of account management procedures.
• Above-average knowledge of private banking products and services.
• Solid knowledge of sales tools and applications such as Bloomberg, Olympic and MS Office.
• Fluent in Spanish.
• Very good knowledge of English.