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Posted 2w ago

Private Banking Admin

@ Banco Sabadell
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Miami, Florida, United States
OnsiteFull Time
Responsibilities:Assist bankers, Prepare documentation, Coordinate transfers
Requirements Summary:Assist Private Bankers with document prep, KYC, and account docs; process transfers; bilingual English/Spanish required; 2–5 years experience; MS Office proficiency; customer service oriented.
Technical Tools Mentioned:Microsoft Office, PC tools
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Job Description

Sabadell Overview

Banco Sabadell has operated in the United States since 1993 with an international full branch established in Miami. We offer Corporate Banking services to international companies in the American market, as well as International Private Banking services primarily to Latin American high-net-worth individuals seeking personalized financial guidance.

Our business model is based on the adaptation to market needs and the close and strategic relationship with customers, resulting in client loyalty and long-term customer retention. This unique strategy, along with the permanent orientation towards the search for professional performance, quality and innovation of our qualified human resource team, enables Banco Sabadell, Miami Branch to occupy an outstanding position in the banking business market. Our mission is to be Your Trusted Advisor for your personal investments and banking needs, as well as Your Relationship Manager for your business needs. Our banking teams work together to offer you and your business customized solutions in one place, one bank.


Job Description

Banco Sabadell is seeking a Private Banking Admin to join a dynamic team within one of the fastest growing banks in Florida.

Responsibilities

  • Assist Private Bankers in the preparation of call reports, visit reports, KYCs, investment profile updates, credit proposals, and any other document requirements. 
  • Assist Private Bankers in the update of account documentation for existing accounts. 
  • Prepare documentation for account openings and investment portfolios following the established compliance guidelines. 
  • Coordinate and help execute transfers, foreign exchanges, investment orders, and new time deposit or renewal requests from external and internal clients. 
  • Execute orders received by telephone calls, faxes, email, or mail. 

Requirements

  •  An Associate's, Bachelor’s degree or a four-year degree or equivalent. 
  • Minimum 2-5 years of related experience or training. 
  • Ability to speak, write and read English and Spanish fluently (required), Portuguese (preferred). 
  • Well organized and able to meet deadlines. 
  • Proficient in the use of PC tools and Microsoft Office. 
  • Customer service oriented. 


Sabadell Bank is an Equal Opportunity Employer