Only candidates with US Work Authorization will be considered.

Scope of Responsibilities:

• Welcome assigned leads/prospects and assist in the onboarding of new clients, collecting documentation, supporting the Relationship Manager, interacting with Compliance and Operations.
• Effectively navigates banks operating systems for both Bradesco Bank and Bradesco Investments (Xperience, Netx360, AS400, Fedlink, Genesis, etc) to daily support clients and Relationship Manager.
• Lead all onboarding control aspects for the client such as AML / KYC / Alerts for bank and investment accounts ensuring accuracy, completeness, and account monitoring.
• Open new accounts, CD’s, investments, loans, cross-sells bank services, credit cards, debit cards, checkbook orders, etc.
• Ensure a high level of client satisfaction while adhering to Bradesco Bank’s policies, procedures, auditing, and regulatory requirements.
• Interact with clients via telephone, email and/or in person to research and resolve account inquiries and provide appropriate follow through.
• Work independently and in a team environment to maximize productivity in a most efficient manner.

Experience:

• 1 years of experience in related field
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely.
• Strong interpersonal skills, with the ability to establish credibility and strong partnership with clients, senior business, and control partners.
• Ability to create metrics and reporting.
• Proficient in MS Office (Excel, PowerPoint, Word)
• SIE and series 7 required

Education: Bachelor’s Degree in Business, Finance, Accounting or related field required.

Language: Bilingual -English and Portuguese required.

Equal Opportunity/Affirmative Action Employer, M/F/V/D

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Coral Gables, FL 33134: Relocate before starting work (Required)

Work Location: In person