Relationship Officer

Itau US; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Itau US Private Banking is seeking a client service professional to support private bankers in managing relationships, executing trades, and ensuring flawless client service across a growing client base.

You will collaborate with bank divisions to handle inquiries, open accounts, verify documentation, and help grow relationships with Spanish-speaking clients. This role emphasizes accuracy, compliance, and proactive problem resolution.

Qualifications

• Bachelor’s degree in business administration or related field.
• Series 7 required.
• 3+ years in client service, operations, or private client support.
• Strong knowledge of private banking products and services.
• Fluent in Spanish and English.

Responsibilities

• Support private bankers in relationship management and client base activities.
• Research, follow-up and resolve client inquiries and problems with timeliness and professionalism.
• Acquire deep knowledge of the client base and act as a reference on account management, products, portfolio analysis and market information.
• Identify cross-sell opportunities and collaborate with bankers and product partners.
• Achieve high levels of product knowledge and sales execution.
• Assist in executing client instructions and preparing documentation for timely account openings.
• Monitor client accounts for irregularities and ensure accurate processing of client instructions.
• Act as a key contact for clients’ daily operational enquiries and coordinate across bank areas for high-quality service.
• Review client documentation for completeness and accuracy; perform quality checks for trades and cash management.

Skills

Client service

Relationship management

Financial product knowledge

Spanish language

English language

Education

Bachelor’s degree in business administration or related field

Tools

Bloomberg

Olympic

MS Office

Job description

To support the sales and relationship management responsibilities of private bankers by providing superior service and flawless execution related to client management, retention, and acquisition processes. Establish close partnership with all areas of the bank to ensure timely execution of all sales-support related transactions and duties.

Why This Role Matters

You’ll join our Private Banking business at an important stage of growth, working in an entrepreneurial environment backed by the scale of a global financial institution. This role offers the opportunity to gain hands‑on exposure to how the business operates, from understanding products and processes to supporting client relationships, while contributing to a team that is continuing to evolve and grow. For someone who is resourceful, proactive, and comfortable taking ownership, this can also be a strong foundation for a longer-term career on the commercial side of Private Banking.

What You'll Do

• Support private bankers in performing various aspects of the relationship management initiative with their respective client base, and with their prospecting clients.
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner.
• Acquire a deep knowledge of the client base becoming an additional point of reference to clients for all matters related to the account management process including, but not limited to, account management, products, portfolio analysis and market information.
• Identify cross-sell opportunities and escape to bankers and product partners in order to close or provide advice to the client.
• Achieve high level of product knowledge, internal processes, and sales execution.
• Involve in executing client's instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner.
• Responsible for ensuring the efficient processing and timely and accurate execution of clients´ instructions.
• Proactively monitor clients' account status and report for any irregularities.
• Act as a key contact, both external and internal, for clients' daily operational enquiries.
• Establish strong partnerships with other areas of the bank to ensure high-quality service to all clients.
• Review client documentation for completeness and accuracy as an initial quality check
• Follow closely all trades and perform accurate cash management to avoid unnecessary problems in the account management process
• Identify and act firmly to avoid or correct practices and procedures that do not comply with compliance standards or regulations
• Review daily trades, transactional activity, and end of month statements for an additional quality control to those being done by responsible areas
• Follow-up on trade execution (quality control)
• Analyze and resolve, under minimal supervision, client transactions or problems.
• Train to develop the capability of servicing the largest accounts or resolving the most complex problems

What We're Looking For

• Bachelor’s degree in business administration or related field
• Series 7 required
• Three or more years of experience in client service, operations or private client relationship management support
• Advanced account administration procedures
• Superior knowledge of private banking products and services
• Solid knowledge of sales tools & applications such as Bloomberg, Olympic and MS Office
• Fluency in Spanish, and excellent command of the English language

Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.