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Private Banking Service Officer

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Date: Mar 17, 2019

Location: New York, NY, US, 10004

 

Join the Popular Team!

Founded in 1893, Popular Inc. has been built upon strong institutional values while providing broad financial services within the United States, Puerto Rico, and the Caribbean.

We strive to create an extraordinary legacy with a passion for customer service, tremendous dedication to our employees, and strong partnerships in the communities where we reside. Come explore Popular - Our bottom line is you.

Popular Private Client New York Service

 We are currently looking for a PRIVATE BANKING SERVICE OFFICER to support Private Bankers and the Wealth Management and Private Banking division generally serving as the primary point of contact for all service related needs and administrative matters concerning Private Banking clients.   In this position you will be responsible for nurturing, maintaining and building client relationships.   You must be passionate about and highly effective at delivering extraordinary service and ensuring an exceptional level of client satisfaction and support on a consistent basis.

In this position, you will:

  • Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.  
     
  • Provide high quality service to Private Banking clients. 
     
  • Work in a team-oriented environment with Private Banking, in order to deliver a seamless and integrated approach to client banking.
     
  • Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, bankers, product and service partners, branch/operations areas and other internal staff and any necessary third parties, in a timely and professional manner.
     
  • Coordinate and follow through on client requests for products and services (i.e. open/close accounts, check orders, credit draw downs/pay downs, credit card requests, IRAs, ATMs, etc.).
     
  • Identify sales opportunities for bankers and product partners when appropriate.
     
  • Provide administrative support to team to include but not be limited to:  1) letter and memo preparation; 2) filing; 3) data entry; 4) spreadsheet maintenance  and 5) a variety of other administrative responsibilities.
     

To be considered, you will need:

  • High School Diploma or equivalent (required).  Associates degree preferred. 
     
  • Minimum of 2 years of sales and service experience in a private banking setting preferred.
     
  • Strong attention to operational policies and procedures.
     
  • Strong written and verbal communication skills.
     
  • Fluency in Microsoft Office programs (required). (Word, Excel, Powerpoint)
     
  • Ability to establish and maintain effective work relationships both internally and externally.
     

 

Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

To learn more about Popular, visit our website at www.popularbank.com

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Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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