Private Bank Associate

Responsibilities include but are not limited to:

• Provide excellent service to International Private Banking clients in a professional manner and ensure a personalized client experience at each touch point.
• Customize account opening documentation for the client's review and signature, understanding how the client type, client risk, and product type play a role in preparation.
• Verify client instructions and prepare appropriate documentation in a timely fashion to facilitate the execution of transactions and coordinate the process flow by partnering with internal business units and follow up until completion.
• Review and complete the KYC process and minimize the touch points between the client and the bank by understanding the documentation requirements across all entity types.
• Act on client instructions, inquiries, requests, voicemails and issues in a timely fashion and facilitate the processing of transactions in an accurate manner to help maintain client relationships.
• Work with credit team on new and existing loan requests, complete ROE models, submit payoff request and answer inquiries on loan details.
• Monitor client's daily transactions and inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer's standard instructions.

Qualifications

Required Skills:

• Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
• Clear written and verbal communication skills in English and Spanish.
• Strong work ethic with ownership of tasks to completion.
• Detail oriented with excellent organizational skills.
• Strong problem resolution skills with the ability to draw the correct conclusions.
• Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
• Perform effectively, efficiently and professionally within a team, with business partners, colleagues, and all levels of staff and management.

Required Experience:

• High School diploma or GED.
• Minimum of 2 years private banking or customer service experience.

Preferred Experience:

• Bachelor's degree in a related business field

Job Overview

We are looking for a highly organized, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service to international private banking clients. This role requires fluency in Spanish and English and the ability to manage multiple priorities with a strong sense of urgency. You will handle a wide range of responsibilities—from opening accounts and processing wires to supporting both banking and investment activities—while working directly with Kevin and providing cross-team coverage.

Our clients stay with us because of the relationships we build and the dedication we show. You’ll be at the center of that experience, ensuring every interaction is seamless and personalized. This position is ideal for a self-starter who is curious, eager to learn, and able to think independently. While licenses are not required, this role offers excellent growth potential.

You’ll work with multiple systems, including IBS, NetX360, Deposit Origination, My Valley, GFT , and Black Diamond, supporting everything from onboarding to investment-related activities. Unlike larger institutions where roles are highly specialized, here you’ll gain exposure to the entire client lifecycle—serving families across generations and handling diverse needs. If you’re adaptable, client-centric, and ready to make an impact, we’d love to meet you.

Expected Work Hours

40

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.