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Private Banking Service Spec Ii Jobs in Florida

Business Banking Sales Spec
By TIAA At , Jacksonville, Fl
No Experience Required; 2+ Years Preferred
2 plus consecutive years experience within an established financial institution strongly preferred.
Experience educating bank clients via phone desired.
Works internal referral sources for new business deposit account generation.
Assists in the process of documenting and finalizing new and existing deposit proposals.
Documents and resolves complaints from clients pertaining to account opening and ongoing banking services and provides follow-up calls when necessary.
Private Banking Assistant Jobs
By Banco Sabadell, Miami Branch At Miami, FL, United States
• Minimum 2-5 years of related experience or training.
• Assist Private Bankers in the update of account documentation for existing accounts.
• Prepare documentation for account openings and investment portfolios following the established compliance guidelines.
• Execute orders received by telephone calls, faxes, email, or mail.
• An Associate's, Bachelor’s degree or a four-year degree or equivalent.
• Ability to speak, write and read English and Spanish fluently (required)

Are you looking for an exciting opportunity to use your financial expertise to provide top-notch private banking services? We are looking for a Private Banking Service Specialist II to join our team and provide exceptional service to our high-net-worth clients. You will be responsible for providing comprehensive financial advice and services to our clients, including investment management, estate planning, and wealth management. If you are a motivated professional with a passion for helping others reach their financial goals, this is the perfect job for you!

Overview:

Private Banking Service Spec II is responsible for providing high-level customer service to clients of a private banking institution. They are responsible for responding to inquiries, processing transactions, and providing account information. They must have a strong understanding of banking regulations and procedures, as well as excellent customer service skills.

Detailed Job Description:

Private Banking Service Spec II is responsible for providing high-level customer service to clients of a private banking institution. They are responsible for responding to inquiries, processing transactions, and providing account information. They must have a strong understanding of banking regulations and procedures, as well as excellent customer service skills. They must be able to work independently and as part of a team. They must be able to handle multiple tasks and prioritize work.

What is Private Banking Service Spec Ii Job Skills Required?

• Excellent customer service skills
• Strong understanding of banking regulations and procedures
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize work
• Proficiency in Microsoft Office Suite
• Knowledge of banking software
• Excellent communication and interpersonal skills

What is Private Banking Service Spec Ii Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• At least two years of experience in a banking or financial services environment
• Knowledge of banking regulations and procedures
• Ability to work independently and as part of a team
• Excellent customer service skills

What is Private Banking Service Spec Ii Job Knowledge?

Private Banking Service Spec II must have a strong understanding of banking regulations and procedures, as well as excellent customer service skills. They must be knowledgeable in banking software and Microsoft Office Suite.

What is Private Banking Service Spec Ii Job Experience?

At least two years of experience in a banking or financial services environment is required for this position.

What is Private Banking Service Spec Ii Job Responsibilities?

• Respond to customer inquiries and provide account information
• Process customer transactions
• Ensure compliance with banking regulations and procedures
• Provide excellent customer service
• Maintain customer records
• Monitor customer accounts
• Assist with new account openings
• Resolve customer complaints and disputes