Posted in General Business 15 days ago.
Type: Full-Time
Location: Miami, Florida
Personal Banking Assistant- WM
Location US-FL-Miami
ID 2024-2186
Category Customer Service/Support
Position Classification Hybrid
Overview
The Personal Banking Assistant in the Wealth Management Division is responsible for providing personalized support in all phases of customer service, client relationship building, and account maintenance to Wealth Management Relationship Managers.
Responsibilities
The Personal Banking Assistant will be responsible for new account documentation, customer transactions, wire transfer processing, overdrafts, return item processing, customer service inquiries, outbound marketing and cross-selling of banking products, and other general administrative support. The Personal Banking Assistant must also comply with all established CIP and BSA/AML requirements.
Qualifications
Job Posting Locations
In this role you can work hybrid from Miami, Florida, United States
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