Client Relationship Associate

Job Title

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.
• 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.

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 equivalent and a 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.