Banking Officer, Banking Client Solutions Team
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
Banking Officer (Private Banking Support)
Builds
Private banking client relationships and operational workflows
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
relationship selling, transaction processing, credit and non-credit product knowledge, regulatory compliance, risk management, data analysis, workflow optimization
Preferred skills
post-secondary degree in related field, 2-3 years of relevant experience, licensing and certification for jurisdiction
Technologies
banking applications, monitoring reports, loan and security documentation systems
Responsibilities
Prepare new business proposals or presentations to clients/prospects; Identify customer needs and match with appropriate products or services; Determine client needs and ensure timely and accurate completion of transaction processing; Take ownership of client inquiries/concerns/complaints ensuring timely resolution; Collaborate with internal and external stakeholders to deliver on business objectives; Analyze data and information to provide insights and recommendations; Adhere to all banking, investment, and lending regulations and policies; Apply due diligence for fraud and money laundering prevention; Participate in audits and compliance reviews; Handle escalations and complex tasks within given rules/limits.