Sr Private Banking Service Officer

Popular Bank; New York (NY); Hybrid; USD 77,000 - 94,000; Full time

Benefits offered by this job

Health plan

Flexible time off

Savings/investment plans

Job summary

Popular Private Client - NYM is seeking a SR Private Banking Service Officer to support Private Bankers and the Wealth Management division by serving as the primary contact for service and administrative needs of Private Banking clients.

You will nurture and build client relationships, deliver extraordinary service, and ensure high client satisfaction. The role requires strong organizational skills and teamwork with Private Banking and product partners in a hybrid NYC environment.

Qualifications

• Minimum of 4 years of sales and service experience in a private banking setting.
• Strong written and verbal communication skills.
• Fluency with Microsoft Office programs (Word, Excel, PowerPoint).

Responsibilities

• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Provide high quality service to Private Banking clients.
• Work in a team-oriented environment with Private Banking to deliver a seamless and integrated client banking approach.
• Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, bankers, product and service partners, branch/operations areas and other internal staff and third parties.
• Coordinate and follow through on client requests for products and services (open/close accounts, check orders, credit draw downs/pay downs, credit card requests, IRAs, ATMs, etc.).
• Identify sales opportunities for bankers and product partners when appropriate.
• Provide administrative support to the team (letter/memo prep, filing, data entry, spreadsheet maintenance, other admin duties).

Skills

Microsoft Office

Communication skills

Sales & service experience

Education

High School Diploma or equivalent

Associates degree

Job description

Popular Private Client - NYM

We are currently looking for a SR PRIVATE BANKING SERVICE OFFICER to support Private Bankers and the Wealth Management and Private Banking division generally serving as the primary point of contact for all service related needs and administrative matters concerning Private Banking clients. In this position you will be responsible for nurturing, maintaining and building client relationships. You must be passionate about and highly effective at delivering extraordinary service and ensuring an exceptional level of client satisfaction and support on a consistent basis.

In this position, you will:

• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Provide high quality service to Private Banking clients.
• Work in a team-oriented environment with Private Banking, in order to deliver a seamless and integrated approach to client banking.
• Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, bankers, product and service partners, branch/operations areas and other internal staff and any necessary third parties, in a timely and professional manner.
• Coordinate and follow through on client requests for products and services (i.e. open/close accounts, check orders, credit draw downs/pay downs, credit card requests, IRAs, ATMs, etc.).
• Identify sales opportunities for bankers and product partners when appropriate.
• Provide administrative support to team to include but not be limited to: 1) letter and memo preparation; 2) filing; 3) data entry; 4) spreadsheet maintenance and 5) a variety of other administrative responsibilities.

To be considered, you will need:

• High School Diploma or equivalent (required). Associates degree preferred.
• Minimum of 4 years of sales and service experience in a private banking setting preferred.
• Strong attention to operational policies and procedures.
• Strong written and verbal communication skills.
• Fluency in Microsoft Office programs (required). (Word, Excel, Powerpoint)
• Ability to establish and maintain effective work relationships both internally and externally.

Base Salary & Benefits

Our base salary for this position located in New York City generally ranges between $85,000.00 and $85,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets

Popular is a Drug Free Workplace

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com. Connect with us! LinkedIn | Facebook | Twitter | Instagram

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Nearest Major Market: Manhattan

Nearest Secondary Market: New York City

Equal employment opportunity, including veterans and individuals with disabilities.

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