AVP; Relationship Manager responsible for attracting new clients and servicing accounts in the International Banking Center. Manage customer relations and ensure compliance with banking regulations while developing business opportunities.
Responsibilities
Manage a portfolio of depository accounts and corporate loan portfolio
Provide high level of personal customer service and maintains favorable customer relations
Obtain documentation for closing loans; Organize scheduling and closings
Monitor overdrawn and uncollected accounts
Develop business to include new and existing customers from $50,000 and above
Respond to incoming customer inquiries and requests in a timely manner
Perform due diligence on the BSA/KYC write-ups and profile
Ensure efficiency with customers’ accounts in all their bank products
Prospect and meet with potential customers and sell loan products and services
Requirements
Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance
4 years of banking related experience in product sales and servicing customers in international/retail banking branch operations
Knowledgeable on internal bank operations (new accounts, wire transfers, debits/credits)
Must be able to travel and visit prospected new clients
In-depth knowledge of Bank Secrecy Act/AML requirements
Preferable work experience in international/retail/private banking branch environment
Series 6 or 7 securities licensed is preferred
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish)
Computer proficiency in MS Software (e.g. Excel, Word, and Outlook)
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