Client Services Admin

3 weeks ago

Miami, United States Banesco USA Full time
Job DescriptionJob Description

Job Title

Client Services Admin – B&P

Banesco USA is seeking a Client Services Admin – B&P for our Business & Professional team.

Primary Job Duties:

  • Coordinate the SVP, Head of Business & Professional schedule, organize his agenda, provide follow-up, set-up meetings, registrations for events and respond to RSVPs.
  • Prepares presentations for the SVP, Head of Business & Professional for various committees and meetings.
  • Participate and assist in the coordination of sales meetings and calls on a weekly and monthly basis.
  • Assist in gathering information and preparing the monthly CEPE and PIPE report for the division.
  • Assist the SVP, Head of Business & Professional in all administrative day to day functions of the bank.
  • Responsible for developing full knowledge and understanding of the bank’s products and any subsequent product changes.
  • Periodically track the sales performance of the division at the RM, CRO and branch level.
  • Track the progress of the incentive program at the RM, CRO and branch level.
  • Manages sales reports for the division and analyze to find and address discrepancies.
  • Assist the SVP, Head of Business & Professional with the coordination and administration of sales to contribute to the maximization of the bank’s profits.
  • Responsible for coordinating the coaching and training of staff involved in business development and sales process.
  • Assists in researching, evaluating, and recommending enhancements to the market positioning of the organization's products or services.
  • Provide support and coverage to South Florida branches as needed.
  • As needed, responsible for opening new accounts, maintaining and closing accounts, and ensuring the proper documentation is obtained from customers in order to be in compliance with the bank’s policies and procedures.
  • As needed, assist customers with the selection of the bank’s products and services and analyzing customer’s account activities to determine cross-selling opportunities to expand and the retain the customer’s business.
  • As needed, maintain and coordinate the vacation calendar for the branch team to ensure sufficient coverage.
  • As needed, remediate issues that truncate the sales process and effectiveness and work hand in hand with staff and leadership on finding solutions.
  • As needed, assists branches in operational functions when there is a business need due to shortage of branch staff.
  • Participates on projects as assigned.
  • Responsible for completing annual training program assigned.
  • Performs other functions and/or duties as assigned.

Job Requirements:

  • Education: Bachelor’s Degree in Business Administration.
  • Experience: Four (4) years of experience in the Banking industry in domestic banking.
  • Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
  • Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages.
  • Strong verbal and written communication skills, ability to communicate at all levels of the organization.
  • Strong attention to detail and accuracy.
  • Ability to multi-task, with strong organization, time-management and prioritizing skills.
  • Strong customer service skills, ensuring satisfaction of both internal and external customers.
  • Knowledge of selling and cross-selling techniques to provide customers with the bank’s products and services.
  • Knowledge of related State and Federal banking compliance regulations and operational policies.
  • Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank’s policies and procedures.
  • Advance knowledge in branch operation activities, terminology and products and services.
  • Strong problem solving and analytical skills in order to resolve problems with clearly identifies root cause and preset recommendations with minimal to no supervision.

Benefits:

  • Competitive Salary.
  • PTO
  • Hybrid Work Model (remote and on-site work)
  • Tuition Reimbursement.
  • Paid Parental Leave
  • Medical, Dental, Vision
  • 401k
  • Life Insurance
  • Supplemental Insurances
  • Short-Term & Long-Term Disability

About Us:

Banesco USA is part of Banesco International, a worldwide group of financial institutions with a presence in 15 countries.

As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.

Our actions are rooted in our Values: Reliability, Responsibility, Quality, and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.

At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.

#LI-HYBRID

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