Client Management Specialist
4 weeks ago
Scope of Responsibilities:
- Welcome assigned leads/prospects and assist in the onboarding of new clients, collecting documentation, supporting the Relationship Manager, interacting with Compliance and Operations.
- Effectively navigates banks operating systems for both Bradesco Bank and Bradesco Investments (Xperience, Netx360, AS400, Fedlink, Genesis, etc) to daily support clients and Relationship Manager.
- Lead all onboarding control aspects for the client such as AML / KYC / Alerts for bank and investment accounts ensuring accuracy, completeness, and account monitoring.
- Open new accounts, CD’s, investments, loans, cross-sells bank services, credit cards, debit cards, checkbook orders, etc.
- Ensure a high level of client satisfaction while adhering to Bradesco Bank’s policies, procedures, auditing, and regulatory requirements.
- Interact with clients via telephone, email and/or in person to research and resolve account inquiries and provide appropriate follow through.
- Work independently and in a team environment to maximize productivity in a most efficient manner.
Experience:
- 1+ years of experience in related field
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely.
- Strong interpersonal skills, with the ability to establish credibility and strong partnership with clients, senior business, and control partners.
- Ability to create metrics and reporting.
- Proficient in MS Office (Excel, PowerPoint, Word)
- SIE and series 7 required
Education: Bachelor’s Degree in Business, Finance, Accounting or related field required.
Language: Bilingual - English and Portuguese required.
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