What are the responsibilities and job description for the Client Relationship Associate position at Valley Bank?
Responsibilities Include But Are Not Limited To
Required Skills
- 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.
- Serve as backup for International Private Banker.
Required Skills
- Ability to prioritize, organize and follow up on assignments.
- Ability to project a professional image within the community and branch.
- Must have good verbal, written and interpersonal communication skills.
- Must be fluent in Spanish or Portuguese.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Basic PC skills including Microsoft Word, Excel and Outlook.
- Fully knowledgeable and skilled on all platform functions.
- High School diploma or GED equivalent and a minimum of 2 years branch banking experience and/or Valley National Bank training may be substituted. Must be able to read, write, and speak Spanish and/or Portuguese.