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

QVhpUFg4UENRRVB5ajU4blhFd21ZMmQ2RkE9PQ==
  • 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

DRT Strategies, Inc.

Appian Developer Job at DRT Strategies, Inc.

 ...Overview DRT Strategies delivers expert management consulting and information technology (IT) solutions to large federal agencies, the U.S. Navy, state and local government and commercial clients in health care, technology, andfinancial services industries. The three... 

Montce Swim

Fulfillment Associate Job at Montce Swim

Availability must be within the hours of 9 am to 5 pm Monday-Friday. We are also hiring for Part Time as well! POSITION SUMMARY The fulfillment shipping associate is responsible for the accurate and timely completion of all daily online orders. This position also...

Innovative Cleaning Services

Professional Window Cleaner Job at Innovative Cleaning Services

 ...Innovative Labor and Cleaning Service is Looking for an experienced window cleaner that has squeegee experience. Must be willing to work up to 8 stories Pay is $20hr No transportation needed Second Chance company If interested please submit a... 

Quatrain Creative

Freelance Graphic Designer Job at Quatrain Creative

 ...knowledge of InDesign's advanced features (styles, text wrap, parent pages, etc.) is required. This is a remote, project-based freelance opportunity. Good communication and attention to details and deadlines are critical in this position. Please include samples of... 

Cupertino Electric

Project Manager - Commercial Job at Cupertino Electric

 ...more than that, we've built a reputation for integrity. We're problem solvers and innovation seekers. We're team players and safety fanatics. And we always-always-do the right thing. Even when no one is looking. Because what we do here is important, but how we do it is...