Elevate your career as a Private Lending Officer with Manulife Bank's Concierge Banking team. Provide white-glove service to affluent clients while managing intricate financial requests in a remote setup.
This position is aimed at candidates with extensive experience in high-net-worth client service and complex banking operations. Your role will support inquiries, process transactions, and enhance client connectivity. Building strong partnerships across teams is critical for success and client satisfaction.
Key Responsibilities:
• Ensure accuracy in wire payments and financial transactions
• Handle inquiries about mortgages and lending products
• Assist clients with account functionality and signing updates
• Support high-touch account openings for personalized service
• Process fee waiver requests related to banking exceptions
Requirements:
• Proven private banking or lending operations experience
• Education in Business, Finance, or related fields
• S...