Private Bank Associate - Israel Desk Job at Valley National Bank
The purpose of the Private Bank Associate role is to enhance the client experience by servicing high net worth clients and providing transactional and administrative support to Private Bankers. The role is responsible for managing the processes associated with client onboarding, general account maintenance, transactions and inquiries. Building and maintaining positive and productive relationships externally and internally is an essential part of the role. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their issues, and follow through to provide exceptional service.
Responsibilities include, but are not limited to:
- Provide superior 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.
- Maximize the client experience by reviewing and completing 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.
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 Hebrew.
- Strong work ethic with ownership of tasks to completion.
- Detail oriented with excellent organizational skills.
- Complex 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:
- Bachelor's degree in business, finance, related field or equivalent business experience and a minimum of 2 years proven and private banking or customer service experience or equivalent.
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