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

Powerback Rehabilitation

Speech Therapist Job at Powerback Rehabilitation

 ...leader in physical, occupational, speech, and respiratory therapies,...  ...skilled nursing centers, assisted and independent living facilities...  ...As a Speech Language Pathologist, you help patients...  ...'s degree in Speech-Language Pathology, Communication Disorders, Communicative... 

Ltblender

Marketing / Social Media Manager Job at Ltblender

 ...DescriptionThis is a full-time hybrid role for a Marketing/Social Media Manager based in the Portland, Oregon. The role involves...  ...engaging copy, and managing and coordinating work with freelancers. Some work from home options are available for this position.Who we are... 

Novant Health - Agency - Reddot

Registered Nurse, RN - Neurology Intermediate Job at Novant Health - Agency - Reddot

 ...Presbyterian Medical Center is seeking a Registered Nurse for our Neuro Intermediate Care Team! The...  ...One of the nation's 150 Best Places to Work in Healthcare by Becker's Hospital...  ...RN nursing license has been inactive, retired or lapsed for five years or more and you... 

Eresumes

Salesforce Administrator Job at Eresumes

Everlight Solar is seeking a skilled Salesforce Administrator who will design and code functional programs and applications, producing fully functional software applications according to requirements. As a Salesforce Administrator, you play a key role in serving our clients... 

Stella Environmental Services

Fleet Maintenance Supervisor Job at Stella Environmental Services

Position Overview:&##128667; Now Hiring: Fleet Maintenance Supervisor &##128205; Location: Houston, TX | &##128338; Full-Time &##...  ...requirements. &##128736; Key Duties & Responsibilities Manage and prioritize daily maintenance and repair tasks for all vehicles...