Job Summary:
Service and enhance existing International Personal Banking client relationships and develop relationships with new clients, specifically, but not limited, business prospects from Dominican Republic, Mexico, Brazil, Venezuela and Argentina.
Minimum Job Requirements
- Bachelor’s degree in Business Administration with emphasis in Finance, International Banking or related field.
- At least 3 years of banking experience in a sales or customer service position, with International exposure and knowledge of financial products and services.
- Ability to identify sales opportunities and make referrals to the appropriate department or partner
- Possess excellent business acumen and customer service skills
- Bilingual skills required (English/Spanish or English/Portuguese)
- Flexibility to travel locally for business development of international customers
- Excellent verbal, written and presentation skills
- PC proficient in Microsoft Office applications including Word, Excel and Power Point
- Knowledge of international political and economic affairs preferred, with emphasis in the Dominican Republic, Mexico, Brazil, Venezuela and Argentina customers
Essential Job Duties and Responsibilities
- Identify client prospects and develop new relationships with individuals coming mainly from Dominican Republic, Mexico, Brazil, Venezuela and Argentina.
- Serve as Officer of all accounts assigned, respond to NSF’s and UNC occurrences.
- Provide written responses to BSA compliance inquiries regarding client background and account activity in relation to anticipated and/or unusual account activity.
- Service and enhance existing International client relationships specifically from the countries mentioned above.
- Use diligently the signing authority she/he is to be assigned.
- Promote and cross sell bank products and services.
- Identify and refer sales opportunities to sales partners including but not limited to non-traditional investment products, mortgages and equity lines of credit.
- Conduct customer due diligence investigations and document client files.
- Monitor International client activity to ensure adherence to and compliance with BSA/KYC policy.
- Meet and exceed all established goals
- Participate in Chambers of Commerce and other local institutions of the countries of her/his responsibility.
- Provide and maintain a professional and business-like atmosphere within the office.
- May perform other duties and responsibilities as needed and requested by department and Bank management.
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Founded in 1974, TotalBank is one of the largest, community financial institutions in South Florida. We offer a comprehensive range of…
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