Relationship Manager

Only candidates with US Work Authorization will be considered.

Duties:

• Welcome assigned leads/prospects and assist in the onboarding of new clients, collecting documentation, supporting the Head, Client Management, Affluent, interacting with Onboarding, Compliance and Operations.
• Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive a diligent acquisition process, ensuring fast turnaround in client documentation and KYC profiling, with the highest quality possible, to guarantee quick relationship establishing and funding.
• Make recommendations for products or services that may better suit client needs and improve the quality of the service provided.
• Prepare accounts to be opened through COS for new or existing clients (DDA's or CD's.
• Cross-sells bank services, credit cards, debit cards, line of credit, etc.
• Ensure a high level of customer satisfaction while adhering to Bradesco Bank's policies, procedures, auditing, and regulatory requirements.
• Provide client services on several fronts, including and not limited to processing check deposits, research returned mail, statements, process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
• Interact with clients via telephone, email and/or in person to research and resolve account inquiries and provide appropriate follow through.
• Work independently and in a team environment to maximize productivity in a most efficient manner.
• Liaise with other operational and support units in the bank such as Compliance, BSA, Operations, Customer Services, IT Unit to ensure optimum operational support service delivery.
• Contribute to ensure that our unit is following all required BSA, Audit and operational criteria required to keep the unit operating in the most efficient and cost-effective manner; by overseeing performance in all operationally and compliance related activities.
• Perform Bank's Annual client site visits as required by our compliance department to ensure client's line of business remains the same as part of our HR/ EDD annual account reviews. Re-classify and re-profile those accounts that have changed dynamics related to transactional activities.
• Keep customer files up to date by updating KYC, W8, CBO and other documentation.
• Resolve & Close exceptions submitted by our compliance department.
• Provide support / Train for special projects or other duties assigned to our Affluent department.
• Weekly reporting of new deposits to Management
• Complete and adhere to bank's Annual Compliance and Security Trainings.
• Take ownership of end-to-end process issues where Domestic Banking is a major component.

My e-Banc

• On Onboarding processes: Prepared and provided by Customer Service and submitted for approval.
• Approve Background checks / Approve KYCs/ CIP narrative for TDs over 250K or transactional accounts.
• Approve exceptions on pricing as per policy guidelines.
• Client Management: Approve all maintenances changes requested by My e-Banc clients.
• Approve renewals including changes on investment amount.
• Approve pricing exceptions on renewals as per policy guidelines.
• Sign CD certificates when requested by clients on renewals.
• Approve findings (Match or No Match) on OFAC's / LexisNexis
• Ad-Hoc requests that would require approval - Early redemptions, waive of fees charged to the account.
• Make decisions on all 360-lncidents submitted by Client services
• Closing of Accounts approvals received by clients through secure message and forwarded for approval.

Skills/Qualifications

• 5 years of experience in the financial service industry.
• Banking experience (Business & Personal Accounts).
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely.
• Strong interpersonal skills, with the ability to establish credibility and strong partnership with clients, senior business, and control partners.
• Ability to create metrics and reporting.
• Proficient in MS Office (Excel, PowerPoint, Word)

Education: Bachelor’s degree in business, Finance, Accounting, or related field. Master’s in finance or business administration is considered a plus.

Language: Bilingual - English and Portuguese is a must. 

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.