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

Shavano Family Practice

Live Chat Agent/ Call Center Customer Service Representative Remote Work From Home Job at Shavano Family Practice

We are seeking a Live Chat Agent/ Call Center Customer Service Representative that excels in meeting customers' expectations, from answering questions on products and services to processing orders. You should assist in investigating issues that arise and resolving conflicts... 

Fast Real Estate

Career In Real Estate Job at Fast Real Estate

 ...Description Job Description Launch your real estate career with one of the Bay Areas top-...  ...pre-licensing courses, business development training, and real-world exposure to top...  ...database Communicate to your database Intern with teams or agents when possible... 

Sinch

Senior Income Tax Manager (Chicago) Job at Sinch

 ...and negotiating the best settlements for the company. Research new tax legislation and impact to the company. Assist with transfer pricing documentation requests, if required. Assist other tax department members with month-end and year-end accruals. Maintain... 

Alliance Marketing Partners

Summer internship: Marketing Planning Intern Job at Alliance Marketing Partners

 ...In person Summer 2025 Marketing Internship Opportunity IN CHARLOTTE AREA- NOT REMOTE MUST BE ABLE TO BE COME TO OFFICE IN PERSON M-F CANDIDATE MUST LIVE IN CHARLOTTE AREA Internship: Account Services/ Marketing Intern Term : Summer 2025 Type: Full... 

RocketCup Coffee

Coffee Shop Barista / Bartenders Job at RocketCup Coffee

 ...Rocketcup Coffee Team Member Join the RocketCup Coffee team! RocketCup Coffee is on the lookout for passionate and energetic team members to join our incredible team. We're dedicated to crafting exceptional coffee experiences for all our customers. We're fueling...