International Relationship Manager-Senior

Overview :

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About the Role

The International Relationship Manager Senior is responsible for building, managing, and retaining a portfolio of international high-net-worth individuals, and entrepreneurs, who reside outside of the United States, with some connectivity or nexus to the United States. The Relationship Manager expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing clients. Through a proactive need-based selling approach, the Relationship Manager will cross-sells bank products, including but not limited to Depository Products, Treasury Management Services and Consumer Lending products. The Relationship Manager will collaborate at a senior level with the assigned partner to establish, build, and expand Commercial Relationships for international high-net-worth individuals that own business, properties, second home in the United States.

The International Relationship Manager Senior is expected to attain or exceed production goals and is responsible for the development of International Private Clientele through business development, social functions, association memberships and development of relevant international COIs. The International Relationship Manager Senior is expected to deliver the highest level of client service to the client base while adhering to the Bank's BSA / AML, Compliance and Policies and Procedures, responding to all client requests on a timely basis and providing prompt and white glove service. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk / Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.

Principal Duties & Responsibilities :

• Consistently meets and exceeds individual and / or team sales goals, including but not limited to deposit, loans and other, as applicable.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
• Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
• Meets or exceeds investment referral goals, deposit goal DDA and interest-bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Develop new client business in target international corridor using external knowledge of market (LATAM).
• Manage and retain a portfolio of clients, who 100% reside outside of the United States, with some connectivity or Nexus to the United States.
• Foreign National clients that have some type of Nexus to the U.S., they either have business, properties, second home, and or a child residing in the U.S.
• Collaborates with the team to generate, identify, qualify, and prioritize new international prospects.
• Independently expands existing relationships and solicits new business through client or COI referrals.
• Stays abreast with the market, the competition and has an informed, strategic view for the business.
• Generates proposal and develops sales strategies at an expert level.
• Develops, expands, and maintains referral sources.
• Documents relationship process as per procedures.
• Works with clients in assessing client goals, analyzing gaps or problems and propose solutions.
• Acts as client's advocate in securing suitable credit and cross selling products and services.
• Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
• Organizes and leads involved sales initiative, including generating complex, customized proposals.
• Works to develop and maintain solid relationships with all partners.
• Maintains knowledge of cross border rules, limitations, and requirements.
• Maintains expert level knowledge of all financial products (including Investments & Trust) and services.
• Participates in special projects as needed.
• Participates in community organizations and activities.
• Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
• Bankers who hold a FINRA license are required to maintain their license in good standing and to adhere to all applicable regulations, policies, and procedures. Must also conduct timely completion of all banking regulatory trainings and remain current on product knowledge and general investments.

Qualifications : What you Bring :

Education :

Benefits & Perks

We offer a competitive benefits package designed to support your success :

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