About this role

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.

Private Banker

About this role