Affluent Client Relationship & Onboarding Officer

Bradescobank; Coral Gables (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bradesco Bank in Coral Gables, FL is seeking an onboarding professional to support Brazil and LATAM sales teams with client acquisition, documentation collection and KYC profiling.

You will open new accounts and investments, assist with AML/alerts, interact with clients by phone or email, and ensure compliance with banking policies and regulatory rules.

Strong organizational and communication skills are required, with English and Portuguese proficiency.

Qualifications

• 1+ years of experience in onboarding or client services.
• Excellent organizational and communication skills.
• Ability to work with cross-border teams and compliance requirements.
• Fluent in English; Portuguese proficiency required.

Responsibilities

• Welcome leads and assist in onboarding and documentation.
• Perform KYC profiling and AML/alerts.
• Open accounts, investments, loans, and other banking services.
• Provide client support via phone and email.
• Ensure compliance with Bradesco policies and regulatory rules.

Skills

Onboarding experience

MS Office proficiency

English and Portuguese bilingual

Education

Bachelor's Degree in Business/Finance/Accounting or related field

Tools

Xperience

Netx360

AS400

Fedlink

Genesis

Job description

Bradesco Bank in Coral Gables, FL is seeking an onboarding professional to support Brazil and LATAM sales teams with client acquisition, documentation collection and KYC profiling.

You will open new accounts and investments, assist with AML/alerts, interact with clients by phone or email, and ensure compliance with banking policies and regulatory rules.

Strong organizational and communication skills are required, with English and Portuguese proficiency.