More jobs:
Client Relationship Associate; Portuguese Speaker
Job in
Miami, Miami-Dade County, Florida, 33131, USA
Listed on 2026-01-07
Listing for:
Valley Bank
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
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.
- 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.
- 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
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×