Account Officer

2 weeks ago

North Miami Beach, United States IDB Full time
Company Description

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

Israel Discount Bank of New York, a mid-size financial institution is looking for an international Private Banker to support the bank's strategic growth in the Florida region. Ideally a banker that focuses on these Countries: Venezuela, Panama, Columbia, Peru and Costa Rica

Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.

Responsibilities
  • Obtain, maintain and increase existing account relationships.
  • Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship
  • Bring a new book of business (Domestic and International clients)
  • Building the balance sheet and P & L of their team
  • Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments
  • Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs
  • Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals
  • Work closely with Private Banking Assistants to serve client accounts effectively and efficiently
  • Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.
  • The role involves approving opening of accounts, attending to client requests, monitoring of account activity, purchasing and selling securities through IDB Capital, and coordinating with the Associates to ensure all customer transactions are appropriately and timely processed.
Qualifications
  • Experience with International private banking clients (Latin America)
  • Experience with a BA in the field of Finance.
  • Licenses: Series 7 and 66/63, Insurance or Mortgage a plus
  • The candidate must be fluent in Spanish and English
  • 8 + years' experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management
  • Understanding of underwriting for business loans and real estate loans
  • Knowledge of Federal lending regulations
  • Strong understanding of banking, brokerage and lending products
  • Experience in understanding the financial needs of High Net Worth clients
  • Excellent business development and marketing skills
  • Ability to meet deadlines and manage expectations
  • Excellent written and verbal communication skills
Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
  • Those with a known mental or physical disability.
  • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
  • Victims of domestic violence, sex offenses or stalking.
  • Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

We are operating on a hybrid schedule.

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

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