Relationship Specialist Job Miami area,Florida USA,Finance & Banking

At International Finance Bank (IFB), our people are at the heart of everything we do. We are committed to fostering a culture of integrity, collaboration, and continuous growth while delivering exceptional financial services to our clients. IFB offers an environment where professionals are encouraged to lead with purpose, embrace change, and make a meaningful impact for our clients and communities.

Our Mission is rooted in serving our clients, our people, and our communities with integrity and purpose. We are committed to creating a seamless and secure customer experience built on trust, transparency, and effective communication, while delivering innovative financial solutions that support long-term growth. Guided by high ethical standards, IFB fosters a culture of continuous learning, collaboration, and accountability, empowering our employees to grow professionally, contribute meaningfully, and uphold the values that drive sustainable success for our clients, shareholders, and the communities we serve.

IFB’s Values of Exemplariness, Closeness, Decisiveness, and Soundness guide how we work and serve others. We lead with integrity, build trusted relationships, act with confidence and accountability, and make responsible decisions that support sustainable growth and long-term success.

How You’ll Make an Impact

Plays a key role in delivering an exceptional client experience by supporting deposit and lending relationships through accurate account maintenance, Treasury Management and digital banking support, wire transfer assistance, proactive client communication, and timely issue resolution. By partnering closely with clients and internal teams, this role helps strengthen customer relationships, ensure regulatory compliance, and contribute to the Bank's operational excellence and growth.

Key Responsibilities

Relationship Management & Client Service:
Develop and maintain strong client relationships by serving as a trusted point of contact, proactively addressing customer needs, ensuring a high level of service, and supporting relationship retention and growth.

Account Maintenance & Deposit Operations Support:
Perform all aspects of account servicing and maintenance, including account opening, account updates, account closures, signer changes, documentation review, callbacks, customer maintenance requests, and wire‑related account setup and maintenance while ensuring operational accuracy and timely execution.

Treasury Management, Wire Transfer & Digital Banking Support:
Support Treasury Management products and digital banking services, including online banking enrollment, user administration, access management, customer training, troubleshooting, and ongoing service support. Assist clients with domestic and international wire transfer requests, wire agreement maintenance, callback verification procedures, client inquiries, and coordination with Wire Operations to ensure timely and accurate processing. Ensure adherence to established procedures, security protocols, and regulatory requirements related to electronic banking and payment services.

Customer Communications & Engagement:
Maintain proactive communication with clients regarding service requests, account activity, product offerings, documentation requirements, and banking services while supporting customer engagement and retention initiatives.

Issue Resolution & Service Recovery:
Serve as a primary point of contact for customer inquiries, service issues, wire transfer inquiries, and operational concerns, coordinating with internal departments to ensure timely resolution and a positive client experience.

Cross‑Functional Partnership & Service Coordination:
Collaborate with Relationship Managers, Lending, Treasury Management, Deposit Operations, Wire Operations, Compliance, BSA/AML, and other internal stakeholders to deliver seamless service, support customer needs, and strengthen banking relationships.

Compliance, Risk & Documentation Management:
Ensure compliance with all applicable regulatory requirements and internal policies, including BSA/AML, CIP, OFAC, KYC, customer due diligence, wire transfer verification procedures, callbacks, and…