Job Description
TThe Client Relationship Associate for the International Banking Division provides personalized guidance and support to high-net-worth or ultra-high-net-worth international clients by providing customer service and managing their day-to-day banking needs, which includes recommending solutions to help manage their financial needs.
Responsibilities include but are not limited to:
- Provide support to International Banker (IB)
- Act as a liaison between client and all back-office departments to ensure prompt and accurate service.
- Develop and maintain strong relationships with clients in order to maximize their banking experience.
- 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.
- 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.
- Assist the International Banker in performing intermediate duties, support the division operational activities/financial services and perform division clerical duties when needed.
- Preparation of Inactive/Dormant letters and W8Ben’; send to customers, follow-up on receipt and process with back office.
- Sell financial products and services when the International Banker is not available.
- Serve as backup for International Banker
- 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.)
- Exercise knowledge of risk management, loss prevention and follow all policies and procedures.
Required Skills:
- Must have good verbal, written and interpersonal communication skills in dual languages English/Spanish or English/Portuguese.
- Ability to prioritize, organize, multitask in a fast-paced environment, and follow up on assignments.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to project a professional image within the bank and community.
- PC skills including the Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint, etc.)