International Relationship Manager-Senior

City National Bank of Florida

• $100K — $120K *
Miami, FL 33134In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-10 years of experience in direct sales and International Personal Banking development.
  • Formal credit training is essential.
  • Proven track record in meeting sales goals and maximizing relationship profitability.
  • Strong verbal, written, and interpersonal communication skills.
  • In-depth knowledge of Bank Secrecy Act/AML requirements.
  • Experience with KYC completion is a must.
  • Bilingual in Spanish and English is required.

Responsibilities

  • Meet and exceed individual and team sales goals for deposits, loans, and more.
  • Expand existing relationships and seek new business through referrals and cold calling.
  • Collaborate with the sales team to identify and prioritize new prospects.
  • Create proposals and develop advanced sales strategies.
  • Maintain and grow referral sources for future business.
  • Document client relationship processes as necessary.
  • Analyze client problems and propose suitable solutions.
  • Advocate for clients to secure credit and promote relevant products.
  • Structure and finalize unsecured business loans.
  • Assess various types of risk related to business and document findings.
  • Lead sales initiatives and customize proposals for clients.
  • Build and nurture solid relationships with all partners.
  • Stay knowledgeable about all bank products and services.
  • Participate in special projects and community organizations as needed.
  • Adhere to S.A.F.E Act requirements and notify HR of status changes.

Benefits

  • Participate in community organizations and activities.
  • Opportunities for professional development and special projects.
Full Job Description
Overview

About The Role

The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.

Principal Duties & Responsibilities:
  • Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
  • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
  • Works closely with the team to generate, identify, qualify, and prioritize new prospects.
  • Generates proposal and develops sales strategies at an expert level.
  • Develops, expands, and maintains referral sources.
  • Documents relationship process as needed.
  • Works with clients in analyzing problems and propose solutions.
  • Acts as client's advocate in securing suitable credit and cross selling products and services.
  • Structures and completes unsecured business loans.
  • Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
  • Organizes and leads involved sales initiative, including generating complex, customized proposals.
  • Works to develop and maintain solid relationships with all partners.
  • Maintains expert level knowledge of all bank products and services.
  • Participates in special projects as needed.
  • Must be willing to participate in community organizations and activities.
  • Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.


Qualifications

  • 8-10 years of direct sales and International Personal Banking development experience.
  • Must have formal credit training.
  • Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
  • Good verbal, written, and interpersonal communication skills.
  • An in-depth knowledge of Bank Secrecy Act/AML requirements.
  • Knowledge on the completion of KYC is required.
  • Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service.
  • Bilingual Spanish and English required.


Education

  • Bachelor's Degree in Finance, Business or a related field required.
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.


Special Instructions to Candidates

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