{"id":6645,"date":"2024-10-03T10:09:39","date_gmt":"2024-10-03T13:09:39","guid":{"rendered":"https:\/\/bradescobank.com\/?page_id=6645"},"modified":"2024-10-03T16:13:04","modified_gmt":"2024-10-03T19:13:04","slug":"relantionship-officer","status":"publish","type":"page","link":"https:\/\/bradescobank.com\/en\/careers\/relantionship-officer\/","title":{"rendered":"Careers &#8211; Relantionship Officer"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6645\" class=\"elementor elementor-6645\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-65f3bf3 e-flex e-con-boxed e-con e-parent\" data-id=\"65f3bf3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-303a546 elementor-widget elementor-widget-text-editor\" data-id=\"303a546\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>POSITION TITLE:\u00a0\u00a0\u00a0 <\/strong><strong><u>RELATIONSHIP OFFICER<\/u><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2bf143b elementor-widget elementor-widget-text-editor\" data-id=\"2bf143b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>LOCATION<\/strong>: <strong>CORAL GABLES, FL<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8589287 elementor-widget elementor-widget-text-editor\" data-id=\"8589287\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>JOB DUTIES:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6815544 elementor-widget elementor-widget-text-editor\" data-id=\"6815544\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Support Private Wealth Management Department- Brazil sales teams and Relationship Managers with client acquisition, front office support and account services for Bank and Investment accounts and may be responsible for all or some of the following tasks:<\/p><ul><li>Assist with new account documentation for bank and investment accounts ensuring accuracy and completeness, including KYC and account monitoring.<\/li><li>Open new accounts, CD\u2019s, loans, cross-sells bank services, credit cards, check orders, etc.<\/li><li>Coordinate KYC\/AML processes and procedures for client portfolio exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private<\/li><\/ul><p>Banking Officer and\/or Country Manager.<\/p><ul><li>Adhere to Bank\u2019s Anti Money Laundering Procedures stipulated and required by the BSA department.<\/li><li>Ensure a high level of customer satisfaction while adhering to BAC Florida Bank\u2019s and BAC Florida Investments\u2019 policies, procedures, auditing, and regulatory requirements.<\/li><li>Provide Client Services on several fronts, including and not limited to processing check deposits, research returned mail (statements, advices, etc.), process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.<\/li><li>Interact with clients via telephone, email and\/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.<\/li><li>Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.<\/li><li>Solicit customers\u2019 feedback and identify problem trends for improvement actions.<\/li><\/ul><p><strong>EDUCATION\/EXPERIENCE:<\/strong><\/p><ul><li>BA in Finance, Business, or related field<\/li><li>24 months experience Private Banking or financial services sector job<\/li><\/ul><p><strong>SPECIAL REQUIREMENTS:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p><p>Series 7 required at time of hire or within 90 days thereafter.<br \/>Series 63\/65 or 66 considered a plus.<br \/>Fluent in Spanish or Portuguese<br \/>Ability to create metrics and reporting.<br \/>Proficient in MS Office (Excel, Power Point, Word)<br \/>Excellent organizational and verbal\/written communication skills.<\/p><p><strong>WORK SCHEDULE<\/strong>: M-F 9am \u2013 5pm<strong>\u00a0<\/strong><\/p><p><strong>CONTACT PERSON<\/strong>: Send email resume and reference letter to <a href=\"mailto:amgarcia@bradescobank.com\" target=\"_blank\" rel=\"noopener\">amgarcia@bradescobank.com<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5e6f7a elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c5e6f7a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/bradescobank.com\/en\/careers\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">BACK<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>POSITION TITLE:\u00a0\u00a0\u00a0 RELATIONSHIP OFFICER LOCATION: CORAL GABLES, FL JOB DUTIES: Support Private Wealth Management Department- Brazil sales teams and Relationship Managers with client acquisition, front office support and account services for Bank and Investment accounts and may be responsible for all or some of the following tasks: Assist with new account documentation for bank and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":6573,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"slim_seo":{"title":"Careers - Relantionship Officer - Bradesco Bank","description":"POSITION TITLE:\u00a0\u00a0\u00a0 RELATIONSHIP OFFICER LOCATION : CORAL GABLES, FL JOB DUTIES: Support Private Wealth Management Department- Brazil sales teams and Relationshi"},"footnotes":""},"class_list":["post-6645","page","type-page","status-publish","hentry"],"blocksy_meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/pages\/6645","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/comments?post=6645"}],"version-history":[{"count":14,"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/pages\/6645\/revisions"}],"predecessor-version":[{"id":6688,"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/pages\/6645\/revisions\/6688"}],"up":[{"embeddable":true,"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/pages\/6573"}],"wp:attachment":[{"href":"https:\/\/bradescobank.com\/en\/wp-json\/wp\/v2\/media?parent=6645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}