Client Relationship Associate (Portuguese speaker)

Job Description

TThe Client Relationship Associate for the International Banking Division provides personalized guidance and support to high-net-worth or ultra-high-net-worth international clients by providing customer service and managing their day-to-day banking needs, which includes recommending solutions to help manage their financial needs.

Responsibilities include but are not limited to :

• Provide support to International Banker (IB)
• Act as a liaison between client and all back-office departments to ensure prompt and accurate service.
• Develop and maintain strong relationships with clients in order to maximize their banking experience.
• 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.
• 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.
• Assist the International Banker in performing intermediate duties, support the division operational activities / financial services and perform division clerical duties when needed.
• Preparation of Inactive / Dormant letters and W8Ben’; send to customers, follow-up on receipt and process with back office.
• Sell financial products and services when the International Banker is not available.
• Serve as backup for International Banker
• 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.)
• Exercise knowledge of risk management, loss prevention and follow all policies and procedures.

Required Skills :