Client Onboarding Specialist

7 days ago

Coral Gables, Florida, United States Bradesco Bank Full time
Job Summary:

As a Client Onboarding Analyst at Bradesco Bank, you will play a crucial role in ensuring a seamless onboarding experience for new clients. Your primary responsibilities will include assisting in the onboarding process, collecting documentation, supporting the Sales Team, and interacting with various departments such as BOT, RST, Compliance, and Operations.

Key Responsibilities:
  • Prepare new account documentation for bank and investment accounts, ensuring accuracy and completeness, including KYC and account monitoring.
  • Opens new accounts, CD's, loans, cross-sells bank services, credit cards, check orders, etc.
  • Coordinate KYC/AML processes and procedures for client portfolio, exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private Banking Officer, and/or Country Manager.
  • Adhere to Bank's Anti Money Laundering Procedures stipulated and required by the BSA department.
  • Ensure a high level of customer satisfaction while adhering to Bradesco Bank's and Bradesco Investments' policies, procedures, auditing, and regulatory requirements.
  • Provide Client Services on several fronts, including and not limited to processing check deposits, research returned mail (statements, advices, etc.), process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
  • Interact with clients via telephone, email, and/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.
  • Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
  • Solicit customers' feedback and identify problem trends for improvement actions.
Requirements:
  • HS diploma or AA Degree in Business, Finance, Accounting, related field OR any combination of education, training, and experience that will provide the required knowledge skills, and abilities.
  • Excellent Written/Verbal skills in English and Portuguese.
  • Knowledge of Database software, internet software, and excellent knowledge of Microsoft Office.

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