Job Description

Only Candidates with US Work Authorization will be considered.

Scope of Responsibilities : 

• Welcome assigned leads/prospects and a ssist in the onboarding of new clients, collecting documentation, supporting the Relationship Manager/Advisor, interacting with Onboarding, Compliance and Operations.
• Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive a diligent acquisition process, ensuring fast turnaround in client documentation and KYC profiling, with the highest quality possible, to guarantee quick relationship establishing and funding.
• Effectively navigates banks operating systems for both Bradesco Bank and Bradesco Investments (Xperience, Netx360, AS400, Fedlink, Genesis, etc) to daily support clients and RM/Bankers.
• Lead all onboarding control aspects for the client such as AML / KYC / Alerts for bank and investment accounts ensuring accuracy, completeness, and account monitoring.
• Open new accounts, CD’s, investments, loans, cross-sells bank services, credit cards, debit cards, checkbook orders, etc.
• Ensure a high level of customer satisfaction while adhering to Bradesco Bank’s policies, procedures, auditing, and regulatory requirements.
• Provide client services on several fronts, including and not limited to processing check deposits, research returned mail, statements, process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
• Interact with clients via telephone, email and/or in person to research and resolve account inquiries and provide appropriate follow through.
• Develop a relationship with your clients; be proactive in identifying problems and themes; create follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Bradesco, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying ethical judgement regarding personal behavior, conduct and business practices and escalating, managing and reporting control issues with transparency.
• Work independently and in a team environment to maximize productivity in a most efficient manner.
• Take ownership, act with a sense of urgency.

Experience :

• 4+ years of experience in Private Banking or in the financial service industry
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely.
• Strong interpersonal skills, with the ability to establish credibility and strong partnership with clients, senior business, and control partners.
• Ability to create metrics and reporting.
• Proficient in MS Office (Excel, PowerPoint, Word)

Education: Bachelor’s Degree in Business, Finance, Accounting or related field. Master’s in Finance or Business Administration is considered a plus.

Licenses: Series 7 required; Series 63/65 or 66 considered a plus

Language: Bilingual - English and Portuguese.

Equal Opportunity/Affirmative Action Employer, M/F/V/D

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