Personal Banking Officer

A growing international banking organization is seeking a relationship‑focused Personal Banking Officer to support and manage a portfolio of high‑net‑worth and affluent clients throughout LATAM and the United States.

This role serves as a primary point of contact for clients, providing exceptional service, assisting with deposit and lending solutions, coordinating account onboarding, and supporting day‑to‑day banking needs. The ideal candidate will have a strong understanding of personal banking products, experience working with international clients, and a passion for delivering a best‑in‑class client experience.

• Serve as the primary relationship contact for international and domestic personal banking clients, delivering a high level of service and responsiveness
• Manage and grow existing client relationships by identifying opportunities to deepen banking relationships and introduce appropriate products and services
• Assist clients with deposit products, treasury solutions, consumer lending inquiries, and other banking services
• Facilitate account opening, onboarding, maintenance requests, and documentation collection while ensuring adherence to internal policies and regulatory requirements
• Coordinate with Compliance, Operations, Lending, and other internal departments to ensure timely resolution of client requests and issues
• Conduct periodic account reviews and maintain accurate client records and documentation
• Support Know Your Customer (KYC), Anti‑Money Laundering (AML), and customer due diligence requirements
• Educate clients on available banking products and services and provide guidance based on their financial needs
• Assist clients with wire transfers, account servicing requests, online banking support, and general banking inquiries
• Maintain ongoing communication with clients to ensure satisfaction and strengthen long‑term relationships
• Participate in client meetings, networking events, and community activities as appropriate
• Stay current on banking products, regulatory requirements, and market developments affecting clients

• Bachelor's degree in Business, Finance, Economics, or related field preferred
• Minimum 3+ years of experience in private banking, international banking, retail banking, wealth management, or relationship management
• Experience working with LLATAM clients and cross‑border banking relationships preferred
• Strong understanding of personal banking products including deposits, lending, cash management, and general banking services
• Knowledge of KYC, AML, BSA, and customer due diligence requirements
• Exceptional client service and relationship management skills
• Strong verbal and written communication skills
• Ability to manage multiple client relationships and priorities in a fast‑paced environment
• Strong attention to detail and organizational skills
• Proficiency with banking systems, CRM platforms, and Microsoft Office applications
• Ability to work collaboratively across multiple business units
• Fluent in English and Spanish (spoken and written) required