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Relationship Banker

Company: Ascendo Resources
Location: Miami
Posted on: May 15, 2022

Job Description:

Our client is looking for a dedicated Relationship Banker, who is Bilingual (English + Spanish), someone energetic, looking to hire in a fast-paced environment, to service an existing portfolio of clients (primarily international clients) within the branch and provide excellent customer service. Additionally, the ability to identify cross-sale opportunities.
Job Description
Maintain, service, and develop a book of business.
Work diligently to minimize exceptions.
Participate in Business Development activities.
Promotes the Bank's products and services to clients and prospects.
Ensure sales goals are met monthly, quarterly, and yearly,
Assist KYC, AML requirements
Willing to obtain licenses to help cross sell products.
Receive payments for consumer, mortgage, and other loans.

Job Requirements:
Implementing the banking relationship concept through the sales of deposit accounts, loans and other banking services
Implement the banking relationship concept through the sales of deposit accounts, loans and other banking services
Implement the banking relationship concept through the sales of deposit accounts, loans and other banking services
Generate new business opportunities within the branch
Develop profitable commercial banking credit and treasury management account relationships
Maintain business banking relationships for assigned area
Develop and manage new and existing commercial customer relationships through cross-selling appropriate banking products and services
Assess banking needs and develop financial solutions/li
Engage in branch-level strategic planning to achieve branch goals and objectives
Sell appropriate core financial services products to meet customer needs while developing and expanding account relationship
Perform related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals)
Develop and cultivate existing customer relationships
Serve the customer's banking, mortgage and investment needs
Helping customers by discovering financial needs and processing transactions
Leverage extensive knowledge in investments and insurance to help customers achieve financial goals
Recommend alternative solutions based on customer's banking needs
Achieve sales and service goals
Achieve sales and service goals
Generate new business to include loan relationships as well as deposit products/li
Identify cross sell opportunities that increase bank growth and seeks optimum fit between client financial service needs and bank products

Keywords: Ascendo Resources, Miami , Relationship Banker, Other , Miami, Florida

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