Client Relationship Associate (Portuguese speaker)

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 :