Responsibilities include but are not limited to :

• 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.
• Act on client instructions, inquiries, requests, voicemails 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.

Last updated : 2024-05-15