Sr Private Banking Service Officer

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

Benefits offered by this job

Health plan

Flexible time off options

Savings and investment plans

Job summary

Popular is seeking a SR PRIVATE BANKING SERVICE OFFICER in New York to support Private Bankers and the Wealth Management division, serving as the primary contact for service needs and administrative matters for Private Banking clients. You will nurture and maintain client relationships, processing transactions and inquiries to uphold exceptional service standards.

You will coordinate product requests, identify sales opportunities, and collaborate with team members to ensure a seamless,

Qualifications

• High School Diploma or equivalent; associates degree preferred.
• Minimum 4 years of sales and service experience in private banking desired.
• Strong written and verbal communication skills.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Ability to build effective internal and external relationships.

Responsibilities

• Manage daily client transactions and inquiries within deadlines and policies.
• Provide high quality service to Private Banking clients.
• Collaborate with Private Banking and Wealth Management teams for seamless client service.
• Research, follow up, and resolve client inquiries with bankers and service partners.
• Coordinate client requests for accounts, checks, loans, IRAs, and cards.
• Identify sales opportunities for bankers and product partners.
• Provide administrative support (letters, filing, data entry, spreadsheets).

Skills

Client relationships

Communication

Customer service

Relationship management

Education

High School Diploma or equivalent

Associates degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Outlook

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.

• 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

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Nearest Major Market: Manhattan
Nearest Secondary Market: New York City