2 дня назад
Private Banking Officer II
65 296 - 104 304$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banking Officer II (Banking Operations/Private Banking): Providing day-to-day servicing for private banking clients across deposits, wires, accounts, CDs, loan payments, and transaction processing with an accent on risk management, compliance, and client retention. Focus on resolving complex client inquiries, completing KYC/AML processes, facilitating account and lending requests, and identifying cross-sell opportunities across bank services.
Location: In office at 400 Park Avenue, New York, New York, US 10022
Salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services institution and a subsidiary of Royal Bank of Canada, serving private banking clients and businesses.
What you will do
- Service private banking clients across deposits, wires, new accounts, checking and savings activity, CDs, loan payments, and advances.
- Review and process deposits, approve checks for cashing, reverse deposit fees, and monitor account activity for potential financial loss.
- Facilitate new deposit account and small-business consumer lending requests by providing disclosures, gathering documents, and maintaining client communication.
- Complete KYC reviews and respond to inquiries from the Financial Intelligence Unit and other support units regarding transactions and account activity.
- Resolve client inquiries, complaints, overdrafts, and other service issues while coordinating with internal bank departments.
- Analyze client needs and identify cross-selling and referral opportunities for Wealth Management, International, Treasury Management, and Private Banking.
Requirements
- Bachelor's degree or equivalent.
- At least 7 years of experience in client service, banking operations, or private banking relationship management support.
- At least 5 years of experience in banking or financial services.
- At least 5 years of experience with bank products and services, including deposits, cash management, and international services.
- Strong knowledge of risk management, compliance, banking operations, analytical skills, and Microsoft Office Suite.
- Strong verbal and written communication skills for effective interaction with clients and bank colleagues.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement, internal upskilling, and training resources.
- Vacation, sick, and volunteer time benefits.
- Specialized health, family planning, and employee community programs.
- Career mobility support and colleague resource groups.
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