• Assist in the onboarding of new clients, collecting documentation, supporting the Sales Team, interacting with Client Review & Approval Unit, RST, Compliance and Operations.
• Prepare new account documentation for bank and investment accounts ensuring accuracy and completeness, including KYC and account monitoring.
• Opens new accounts, CD’s, loans, cross-sells bank services, credit cards, check orders, etc.
• Coordinate KYC/AML processes and procedures for client portfolio exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private Banking Officer and/or Country Manager.
• Adhere to Bank’s Anti Money Laundering Procedures stipulated and required by the BSA department.
• Ensure a high level of customer satisfaction while adhering to Bradesco Bank’s and Bradesco Florida Investments’ policies, procedures, auditing, and regulatory requirements.
• Provide Client Services on several fronts, including and not limited to processing check deposits, research returned mail (statements, advices, etc.), process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
• Interact with clients via telephone, email and/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.
• Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
• Solicit customers’ feedback and identify problem trends for improvement actions.

Requirements: To perform the above duties and responsibilities effectively, the following skills, knowledge and abilities would be expected of Customer Service Representative:

• Strong communication skills
• Excellent writing and verbal skills (English/Spanish/Portuguese a MUST)
• Effective listening skills demonstrated by the ability to listen to others, speak without interruptions, understand others and propose solutions accordingly
• Possess excellent multi-tasking skills and be able to function well under pressure
• Strong working knowledge of Microsoft applications
• Patient and willing to help others in solving problems while maintaining a positive attitude
• Detail oriented

EDUCATION AND EXPERIENCE:

• Associate Degree required
• Minimum 1 year Banking/Financial industry required
• Proven track record in providing excellent client service experience

Equal Opportunity/Affirmative Action Employer, M/F/V/D

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Job Type: Full-time

Pay: From $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Baking: 1 year (Preferred)

Work Location: One location

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