Client Relationship Associate (Portuguese Speaker) at Valley Bank

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Feb, 26

Salary

0.0

Posted On

12 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Communication Skills, Sales Skills, Consultative Conversations, Problem Solving, Risk Management, Loss Prevention, Banking Knowledge, Financial Analysis, Customer Service, Organization Skills, PC Skills, Professional Image, Interpersonal Skills, Follow-Up Skills, Branch Operations Support

Industry

Banking

Description

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. Qualifications 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.

Responsibilities

The Client Relationship Associate is responsible for developing and maintaining strong relationships with clients to enhance their banking experience. This role involves acting as a liaison between clients and back-office departments, selling financial products, and addressing client inquiries efficiently.