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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