Officer - Private Banking

Officer - Private Banking

Ascendo is excited to present this opportunity in the financial services industry. We are looking for a dynamic and accomplished professional to step into an impactful position managing premium client relationships and banking operations. This role is perfect for a bilingual specialist who excels at balancing high-level client satisfaction with rigorous regulatory compliance. The ideal partner brings 3+ years of experience in personal or private banking, combining a strong track record in account management with deep expertise in regulatory documentation and risk review.

Responsibilities

• Manage and cultivate a dedicated portfolio of banking clients to drive business growth and meet strategic goals.
• Review and validate new account applications, ensuring all customer identification and customer due diligence records are completely accurate.
• Conduct comprehensive risk and compliance reviews, including drafting specialized background summaries for high-net-worth accounts.
• Address daily client inquiries regarding account management, transactions, and administrative updates.
• Coordinate the documentation process for credit facilities, renewals, and term deposit placements.
• Identify operational bottlenecks and execute process updates to elevate the overall client onboarding experience.
• Investigate and resolve client issues or profile alerts promptly while maintaining regulatory alignment.

Qualifications

• Bilingual fluency in both English and Spanish with excellent written and verbal communication skills.
• 3+ years of professional experience handling personal or private banking portfolios.
• 3+ years of direct experience with client onboarding compliance, including anti money laundering and bank secrecy act regulations.
• Bachelor's degree in business administration, finance, or a closely related field.
• Proven ability to manage complex financial documentation and resolve client account discrepancies independently.
• Strong history of driving client retention, satisfying client needs, and achieving business metrics.

Benefits

• Competitive health coverage
• Company-sponsored retirement options
• Professional growth and training opportunities
• Team-oriented and supportive environment

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.