Job Description
Job Description
The Client Relationship Associate provides personalized guidance and support to high-net-worth clients by Managing their everyday banking needs and recommending solutions to help manage their finances.
Responsibilities include but are 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.
- Utilize resources to conduct effective consultative client conversations.
- Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction.
- Exercise knowledge of risk management, loss prevention and follow all policies and procedures.
- Assist the branch in performing intermediate duties, support the branch operational activities/financial services and perform branch clerical duties when needed.
- 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 Banking Division
- Preparation of Inactive/Dormant letters and W8Ben’; send to customers, follow-up on receipt and process with back office.
- Adheres to all corporate policies including Code of Conduct, Risk, Credit and
- Compliance, federal laws and regulations (e.g. BSA/AML, Consumer, Information
- Security regulations, etc.)
- Sell financial products and services when the International Banker is not available.
- Serve as backup for International Private Banker
Requirements
Required Skills:
- Speak English, Portuguese and Spanish fluently.
- Ability to prioritize, organize, multitask in a fast-paced environment and follow up on assignments.
- Must have good verbal, written and interpersonal communication skills.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- PC skills including the Microsoft Suite (Word, Excel and Outlook)
- Fully knowledgeable and skilled on all platform functions.
- Ability to project a professional image within the community and branch.
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