Private Bank Associate (Spanish Speaking)

Valley National Bank; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Valley National Bank is seeking a professional to serve International Private Banking clients in a courteous, personalized manner. The role focuses on opening documentation, verifying client instructions, and coordinating transactions across internal teams.

The candidate will review KYC requirements, minimize client touchpoints, respond to inquiries, and support loan processes with the credit team, monitoring for unusual activity and ensuring accuracy.

Responsibilities

• 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.

Job description

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.