International Banker - Miami, United States - City National Bank of Florida

City National Bank of Florida Miami, United States

5 days ago

City National Bank of Florida background

Description

The International Banker is responsible for building, managing, and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing clients. Through a proactive need-based selling approach, the banker will cross-sell bank products, including but not limited to Treasury Management Services and consumer lending products. The Banker will collaborate with the assigned partner to establish, build, and expand Commercial Relationships for affluent individuals.

The International Banker 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 the market (LATAM).
Meets or exceeds individual sales goals by adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
Collaborates with the team to generate, identify, qualify, and prioritize new prospects.
Independently expands existing relationships and solicits new business through client or COI referrals.
Stays abreast with the market, and the competition and has an informed, strategic view for the business.
Generates proposals and develops sales strategies at an expert level.
Develops, expands, and maintains referral sources.
Documents relationship process as needed as per procedures.
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 initiatives, including generating complex, customized proposals.
Works to develop and maintain solid relationships with all partners.
Maintains knowledge of cross-border rules, limitations, and requirements.
Maintains expert-level knowledge of all financial products (including Investments and trust) and services.Participates in community organizations and activities.
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 training. Bankers must remain current on product knowledge and general investments.

Qualifications:

2-4 years of direct sales and International Personal Banking development experience.
Must have formal credit training.
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.
Possesses solid knowledge of banking products.
Ability to manage large accounts independently.
Experience working in a sales team, and high-quality service advocacy.
An in-depth knowledge of Bank Secrecy Act/AML requirements is required.
Knowledge on the completion of KYC is required.
Bilingual Spanish and English required (speak, write, and read fluently in both languages)
Lincenses 7 and 66 with experience preferred. If the candidate is unlicensed must be willing to complete requirements in the future.

Education:

Bachelor's Degree in Business, Finance or equivalent.

Special Information 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 who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at

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