Client Relationship Associate

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.
• Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering.
• Perform and process all account maintenance utilizing all resources available.
• Provide effective support of sales and operational duties within the International Private Banking Division.
• Prepare Inactive/Dormant letters and W8
  
  Ben'; send to customers, follow-up on receipt and process with back office.
• Serve as backup for International Private Banker.