Private Banking Service Officer

Date: Jul 22, 2022

Location: New York, NY, US, 10004

At Popular, we offer a wide variety of services and financial solutions to serve our communities in the Island and abroad. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.

 

Are you ready for a rewarding career?

Over 7,900 men and women in Puerto Rico, Virgin Islands and the United States work at Popular.

Come and join our community!

Popular Service Operations

 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.

 

  • Life & Health license preferred.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

 

Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)

(1)  In general, people are considered fully vaccinated: ±

       2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or

       2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine

 

Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

 

As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

 

          .

 

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at https://jobs.popular.com/usa/.

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

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