Private Banking Officer

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1. Manage a portfolio of Private Banking high net-worth clients.
2. Provide account management activities including payments, check and cash transactions, and time deposits.
3. Support the needs of retail customers in the US; including requests for a new card, PIN deliveries, wire transfers, and updating their account information.
4. Liaise with Treasury, Operation, IT, Audit, Risk, and Compliance teams to ensure smooth day to day activities and enhance customer experience.
5. Perform KYC and periodic reviews and ensure adherence to all risk guidelines and compliance with all BSA and AML regulatory requirements.
6. Responsible for all internal and external reporting related to Private Banking.
7. Responsible for vault cash and weekly cash count.
8. Assist in the underwriting and credit approval process for residential loans for PB clients, and ensure all bank's credit policies and procedures are met and maintained.