International Relationship Manager Senior

Overview

The International Senior Relationship Manager is responsible for building, managing and retaining a portfolio of international high-net-worth individuals, and entrepreneurs. Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects and existing clients. Through a proactive need based selling approach, the banker will cross-sells bank products, including but not limited to Treasury Management Services and consumer lending products. The banker coordinates at a senior level with the assigned partner to establish, build, and expand Commercial Relationships for high-net-worth individuals that owns business companies.

 

The International Senior Relationship Manager is expected to deliver the highest level of client service to the client base while adhering to the Bank’s BSA/AML, Compliance and Policies and Procedures, responding to all client requests on a timely basis and providing prompt and white glove service. Responsible for the development of International Private Clientele through business development, social functions, association memberships and development of relevant international COIs.

 

Principal Duties & Responsibilities:

• Develop new client business in target international corridor using external knowledge of market (LATAM)
• Meets or exceeds individual sales goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Knowledge of cross border rules, limitations and requirements.
• Maintains expert level knowledge of all financial products (including Investments & Trust) and services.
• Works closely with the team to generate, identify, qualify, and prioritize new prospects.
• Independently expands existing relationships and solicits new business through client or COI referrals.
• Knows the market, the competition and has an informed, strategic view for the business.
• Generates proposal and develops sales strategies at an expert level.
• Develops, expands, and maintains referral sources.
• Documents relationship process as needed.
• Works with clients in assessing client goals, analyzing gaps or problems and propose solutions.
• Acts as client’s advocate in securing suitable credit and cross selling products and services.
• Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
• Organizes and leads involved sales initiative, including generating complex, customized proposals.
• Works to develop and maintain solid relationships with all partners.
• Participates in special projects as needed.
• Must be willing to participate in community organizations and activities.
• Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
• Bankers who hold a FINRA license are required to maintain their license in good standing by adhering to policies and procedures, including completion of all firm and regulatory trainings. Bankers must remain current on product knowledge and general investments.

Qualifications

• 8-10 years of direct sales and International Personal Banking development experience.
• Must have formal credit training or strong credit and lending understanding and experience.
• Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
• Good verbal, written, and interpersonal communication skills.
• An in-depth knowledge of Bank Secrecy Act/AML requirements.
• Knowledge on the completion of KYC is required.
• Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service.
• Bilingual Spanish and English required.
• Licenses 7 and 66 with experience preferred. 

Education

• Bachelor's Degree in Business, Finance, or equivalent. 

Special Instructions to Candidates

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP  here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals wh