Private Banking Officer (Contract)
Core
Supports the delivery of an exceptional customer experience to private banking clients by providing superior service, identifying client needs, and ensuring compliance and operational effectiveness.
Role type
Private Banking Officer (Contract)
Builds
Private banking client relationships and service delivery
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
relationship selling, transaction processing, workflow process improvement, data analysis, risk management, regulatory compliance, fraud prevention, audit participation
Preferred skills
knowledge of personal and commercial credit products, lending process, loan documentation
Technologies
banking applications, monitoring reports
Responsibilities
Prepare new business proposals or presentations to clients/prospects; Identify customer needs and match with appropriate products or services; Recommend workflow process alternatives for improved efficiency; Determine client needs and ensure timely completion of transaction processing; Take ownership of client inquiries, concerns, and complaints; Collaborate with internal and external stakeholders to deliver business objectives; Analyze data and information to provide insights and recommendations; Review overdraft and monitoring reports; Adhere to banking, investment, and lending regulations; Apply due diligence for fraud and money laundering prevention; Participate in audits and compliance reviews; Escalate irregularities and discrepancies to management; Execute risk-informed decisions aligned with business strategy.