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.