Client Relationship Associate (Portuguese Speaker) Job Listing at Valley Bank in Miami, FL (Job ID 25-885)

Description

Responsibilities include but are not limited to:

• 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.
• Assist the branch in performing intermediate duties, support the branch operational activities/ financial services and perform branch clerical duties when needed.