Private Banking Officer, Lincolnshire

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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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