Job Description Summary

Assists in the review and analysis of content and materials to ensure consistent compliance with related policy/practices as they specifically relate to financial and regulatory risks.

Summary of the Position:

The Private Bank Quality Review Specialist position is comprised of the quality review of documents and assisting in supporting the overall Private Bank Fulfillment and Production group where needed.  The function of the job is that of reviewing loan documents for all new Private Bank loans and any modifications to existing loans, which are ultimately sent to the customer for their signature.  The job of quality review is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed.   Ensuring that all loan documents are correct before they leave the Bank is crucial to a premier client experience.  The position requires focus, accuracy, time management, good communication skills, good writing skills, understanding Bank support systems, and the ability to effectively partner with other Teams and/or Departments.

Primary Function of the Position:

• Having a working knowledge and understanding of all the documents that are reviewed for Private Bank new and existing loans.
• Ensuring that the proper documents have been prepared accurately and precisely based upon the supporting documentation.
• Understanding the different technical systems within the Bank to access crucial information.
• Possessing skills to communicate effectively with different Teams and Departments across the Bank.
• Through excellent attention to detail and thoroughness, providing a foremost client experience.
• Participating efficiently and effectively in assigned projects
• Assisting in additional daily tasks that are conducted by the team

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 3 years of bank operations experience

Essential Skills and Abilities:

• Demonstrated knowledge of all Private Banking products, systems, and related processes
• Thorough understanding of accounts and account opening
• Understanding of Online Banking
• Organizational skills that will be imperative to supporting audits
• Project management skills and experience is preferred
• Demonstrated ability to communicate effectively with Management, staff, and support vendors
• Job may require additional hours of work during peak periods to meet service levels

Bachelor’s: Accounting, Bachelor’s: Business Administration

General Experience - 13 months to 3 years

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.