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Job Responsibilities:
- Manage a portfolio of Private Banking high net-worth clients.
- Provide account management activities including payments, check and cash transactions, and time deposits.
- Support the needs of retail customers in the US; including requests for a new card, PIN deliveries, wire transfers, and updating their account information.
- Liaise with Treasury, Operation, IT, Audit, Risk, and Compliance teams to ensure smooth day-to-day activities and enhance customer experience.
- Perform KYC and periodic reviews and ensure adherence to all risk guidelines and compliance with all BSA and AML regulatory requirements.
- Responsible for all internal and external reporting related to Private Banking.
- Responsible for vault cash and weekly cash count.
- Assist in the underwriting and credit approval process for residential loans for PB clients, and ensure all bank’s credit policies and procedures are met and maintained.
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Contact Detail:
TN United Kingdom Recruiting Team