What are the responsibilities and job description for the International Private Banking Associate - Harlingen, TX position at Texas Regional Bank?
Position Summary
The International Private Banking Associate will serve as a point of contact for both internal and external communications on all matters pertaining to the International Private Banking Department. This individual will provide superior quality customer service and a positive banking experience for customers. The associate will be responsible for opening, closing, and performing maintenance on personal and commercial accounts, cashing checks, receiving and processing deposits, withdrawals, transfers, and other assistance as requested in an accurate and timely manner. Will assist with answering phones, answering questions for clients, and resolving related account problems. This position requires a high level of interaction with both customers and employees an ability to communicate effectively.
Principal Duties and Responsibilities
- Describe available accounts and services, which may include the use of ATMs, direct deposit, and overdraft protection.
- Open and close accounts such as checking, savings, IRA, and Certificate of Deposit accounts.
- Prepare documentation for new accounts under the Bank’s CIP/BSA policies.
- Submit completed new accounts packages.
- Assist clients and prospective clients with account or service inquiries, including interest rates, account charges and other pertinent account information.
- Order checks and debit cards.
- Maintain accurate details of each transaction.
- Follow up on requests from clients in a timely manner.
- Deposit funds received from customer and obtain receipt for customer.
- Execute wire transfers of funds.
- Frequently compose and finalize correspondence, drafts, reports, memos, and emails using experience and judgment to determine what should be included in each document.
- Receive and direct clients and visitors.
- Implementation of banking products and services
- Assist with new leads for client acquisition, retention of referrals by actively soliciting, developing internal and external sources, through professional networks and by providing high level of personalized customer service.
Other Responsibilities
- Support and promote the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
- Must have excellent communication, analysis, observation and decision-making skills.
- Highly focused and able to rapidly determine key priorities, clearly communicate priorities, and ensure resources are properly aligned.
- Ability to work in high-pressure situations and a stressful atmosphere while maintaining composure.
- Provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other duties as assigned.
Qualifications, Education and Experience Requirements
- Bilingual (English/Spanish), required.
- A self-starting individual who possesses a High School Diploma or GED.
- 3 plus years of administrative assistance experience.
- Experience in managing multiple assignments, projects, and conflicting priorities with the pressure of short, demanding deadlines in a fast-paced environment.
- Ability to follow complex, multi-step procedures to complete tasks.
- Basic office knowledge preferred but not required.
- Proficiency with Microsoft Office Suite.
- Maintain confidentiality as required and appropriate.
- Must have excellent verbal and written communication skills in both English and Spanish.
- Detail-oriented, maintain accuracy, with strong organizational skills.
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
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