Private Banking Account Officer I
- Assist customer on all Private Banking Products understanding that all the required documentation as per our policies and procedures are in place
- Manage a portfolio of clients with a minimum of $500K in deposits or $1MM in residential loans in a professional manner
- Monitors existing accounts assuring their compliance with Federal and State Regulations
- Proactively cross-sell additional products through referrals and outbound calls. Perform daily monitoring and analysis of relationship portfolio and conduct necessary actions
- Perform daily customer calls according to stipulated goal
- Provides excellent customer service to internal and external customers while performing bank transactions and servicing
- Sees that the customer is provided with proper documentation related to their account such as confirmation, advises, statements and others, as necessary or as requested by customer
- Assist customer on Non-Discretionary Investments (i.e. Securities) Redemptions for the Legacy
- Builds and expands quality consumer and/or corporate customer relationships by performing outbound calls and attending outside events, and through individual and team product sales, cross-selling and referrals to specialized areas
- Responsible for selling and servicing all the bank's products and services, to include personal and business account opening, while reaching and/or exceeding the monthly goals established by the bank's management as well as prospect and solicit new personal and business relationships
- Actively and effectively engage customer to promote portfolio growth
- Perform various accounts services such as balance inquiries, account maintenance such as address change, debit card orders, credit card application, among others
- Processes daily overdrafts and uncollected reports as well as outstanding past due credit cards
- Processes check orders, wire transfer requests; stop payments, ATM matters, CTR processing;
- Actively supports team to ensure that customer expectations and company goals are met while assisting with the training and mentoring of new associates
- Maintains reports, records and documentation ensuring complete, accurate and concise records are kept
- Maintains full knowledge and understanding of bank policies, procedures, regulatory and compliance requirements, including but not limited to BSA/AML, CDD, EDD, and others as defined by the Compliance Division and Information Security Division
- Attends and/or complete all required training as assigned, including weekends
- Ensures compliance with all applicable regulations and policies by completing tasks on a timely manner
- Acts within Signature Authority Level, if applicable
- Adhere to the bank's Employee Handbook and respect all its norms
- Other duties may be assigned as necessary by immediate manager to fulfill optimum efficiency of this position
- May provide input on Currency Transaction Reports prior to submission to BSA
- Assists with branch audit program
- Ensures quality appearance of premises, both internal and external
- Maintains full knowledge, and is skilled in, the products/features of all deposit and credit accounts
- Attends occasional meetings, events, and/or trainings on weekends or holidays as per business need.
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