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Private Banking Officer

4 months ago

New York, United States Michael Page Full time

  • Based in NY
  • Competitive Package

    About Our Client

    Banking institution

    Job Description

  • 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.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

Qualifications and Experience:

A college degree, preferably in finance.Minimum 5 years Private Banking experience.Arabic speaking is a plus.

Skills Essential:PC skills, including Outlook, PowerPoint, Word and Excel.Strong interpersonal skillsInitiative and strong commitment to the job.Multi-tasking and ability to prioritize.

What's on Offer

Competitive Package