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 investment accounts ensuring accuracy and completeness, including KYC and account monitoring.
• Open new accounts, CD’s, loans, cross-sells bank services, credit cards, check orders, etc.
• Coordinate KYC/AML processes and procedures for client portfolio exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private Banking Officer and/or Country Manager.

• Adhere to Bank’s Anti Money Laundering Procedures stipulated and required by the BSA department.
• Ensure a high level of customer satisfaction while adhering to BAC Florida Bank’s and BAC Florida Investments’ policies, procedures, auditing, and regulatory requirements.
• 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.
• Interact with clients via telephone, email and/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.
• Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
• Solicit customers’ feedback and identify problem trends for improvement actions.

EDUCATION/EXPERIENCE:

• BA in Finance, Business, or related field
• 24 months experience Private Banking or financial services sector job

SPECIAL REQUIREMENTS:

Series 7 required at time of hire or within 90 days thereafter.
Series 63/65 or 66 considered a plus.
Fluent in Spanish or Portuguese
Ability to create metrics and reporting.
Proficient in MS Office (Excel, Power Point, Word)
Excellent organizational and verbal/written communication skills.

WORK SCHEDULE: M-F 9am – 5pm

CONTACT PERSON: Send email resume and reference letter to amgarcia@bradescobank.com