Officer - Private Banking

Officer - Private Banking at Ascendo Resources Officer - Private Banking at Ascendo Resources in Miami Beach, Florida Posted in about 22 hours ago.

Type:

full-time

Job Description:

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

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CONSENT.