Client Relationship Associate International Job at Valley Bank, Miami, FL

cXl3KzF4SjJmOXlwdExuOFF1b01rcnNwNUE9PQ==
  • Valley Bank
  • Miami, FL

Job Description

The Client Relationship Associate - International is responsible for providing personalized guidance and support to high net worth cliental by Managing their everyday banking needs and recommending solutions to help manage their finances.

Job Description

Responsibilities include but not limited to:

  • Develop and maintain strong relationships with clients in order to maximize their banking experience.
  • Act as a liaison between client and all back-office departments to ensure prompt and accurate service.
  • Sell financial products and services.
  • Proactively contact clients with recommendations.
  • Utilize resources to conduct effective consultative client conversations.
  • Examine a client's assets at the Bank.
  • Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs.
  • Field all banking inquiries made by the client.
  • Resolve difficult situations quickly and efficiently while ensuring customer satisfaction.
  • Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding, and retaining relationships.
  • Exercise knowledge of risk management, loss prevention and follow all policies and procedures.
  • Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering. Perform and process all account maintenance utilizing all resources available.
  • Provide effective support of sales and operational duties within the International Private Banking Division.
  • Prepare Inactive/Dormant letters and W8Ben'; send to customers, follow-up on receipt and process with back office.
  • Serve as backup for International Private Banker.

Requirements

Required Skills:

  • Ability to prioritize, organize and follow up on assignments.
  • Ability to project a professional image within the community and branch.
  • Must have good verbal, written and interpersonal communication skills.
  • Must be fluent in Spanish or Portuguese.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Basic PC skills including Microsoft Word, Excel, and Outlook. Fully knowledgeable and skilled on all platform functions.

Required Experience:

  • High School diploma or GED.
  • Minimum of 2 years branch banking experience and/or Valley National Bank training may be substituted.
  • Must be able to read, write, and speak Spanish and/or Portuguese.

Job Tags

Similar Jobs

TELUS Digital

Data Partner - Business Writer - Korean - Remote- Global Job at TELUS Digital

 ...Data Partner Business Writer Korean Remote Global Are you ready to use your domain knowledge to advance AI? Join us as a Data Partner and work remotely with flexible hours. We are seeking a highly knowledgeable subject matter expert to design advanced, domain?specific... 

Volunteers of America National Services

MDS Coordinator Job at Volunteers of America National Services

 ...Come join our awesome team as a MDS Coordinator, at Rochester Rehab & Living Center. You would be part of a team that is proudly listed among the Best Nursing Homes by U.S. News & World Report! Rochester Rehab & Living Center is part of Volunteers of America National... 

Stand-By Personnel

Auto Mechanic Job at Stand-By Personnel

 ...Job Position: Auto Mechanic Pay: $18.00 per hour (raise available once hired on) Location: Oklahoma City, OK 73173 Shift: First Shift | MondayFriday, 8:00 AM 5:00 PM Job Type: Temp-to-Hire Job Order #: 123321 Position Overview We... 

FIRST SOFTSOLUTIONS INC

Java Front End Developer Job at FIRST SOFTSOLUTIONS INC

 ...environments, for development, staging/ QA and one for Production. Responsible for deployment of the UI module to production using Aws amplify. Responsible for Auth module implementation integrating it with SSO approach with Azure AD + Amplify +Cognito Implemented role... 

PRIDE Health

Travel Surgical Assistant Job at PRIDE Health

 ...Job Description PRIDE Health is seeking a travel Surgical First Assistant for a travel job in Rochester, Minnesota. Job Description & Requirements ~ Specialty: Surgical First Assistant ~ Discipline: Allied Health Professional ~ Duration: 38 weeks ~40 hours...