
Description
Responsibilities include but 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.
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