Job description
- The Private Bank Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process.
- They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing requests for money movement and timely follow up on a wide variety of internal/external client requests.
- The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.
Job Types: Contract, Full-time
Salary: $26.00 - $28.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Bank Relationship Advisor: 3 years (Required)
- account maintenance: 3 years (Required)
- account documentation: 3 years (Required)
Work Location: Remote
Speak with the employer
+91 +1 510 989 3817
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