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Client Relationship Associate; Portuguese Speaker

Job in Miami, Miami-Dade County, Florida, 33196, USA
Listing for: Valley National Bancorp
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
Position: Client Relationship Associate (Portuguese Speaker)
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.

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.

* 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.

Required Experience:

* High School diploma or GED and a minimum of 2 years' branch banking experience and/or Valley National Bank training may be substituted.

* Mortgage Loan Officer (MLO) Certification.
Position Requirements
10+ Years work experience
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