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Global Banking Specialist
2 months ago
Overview:
The Global Banking Specialist is tasked with cultivating, overseeing, and preserving a portfolio of high-net-worth international clients and entrepreneurs.
The expectation for this role is to achieve and surpass objectives by establishing new Wealth and Depository connections from both potential and existing clientele.
Utilizing a proactive, needs-based sales strategy, the specialist will cross-sell banking products, which may include Treasury Management Services and consumer lending options.
This role involves collaboration with designated partners to create, nurture, and enhance Commercial Relationships for affluent international clients.
The Global Banking Specialist is anticipated to provide exceptional client service while adhering to the Bank's BSA/AML, Compliance, and Policies and Procedures, ensuring timely responses to all client inquiries and delivering prompt, high-quality service.
Accountable for the growth of International Private Clientele through business development, networking events, association memberships, and the cultivation of relevant international Centers of Influence (COIs).
Principal Duties and Responsibilities:
1. Generate new client business in targeted international markets utilizing external market knowledge (LATAM).
2. Achieve or exceed investment referral targets, deposit goals for DDA, and interest-bearing accounts while complying with corporate, legal, and regulatory policies, guidelines, and requirements.
4. Independently expand existing relationships and solicit new business through client or COI referrals.
5. Stay informed about market trends, competitive landscape, and maintain a strategic perspective for the business.
6. Create proposals and develop sales strategies at an expert level.
7. Build, expand, and maintain referral sources.
8. Document relationship processes as required by procedures.
9. Work with clients to assess their goals, analyze gaps or challenges, and propose effective solutions.
10. Act as an advocate for clients in securing appropriate credit and cross-selling products and services.
11. Evaluate business, management, industry, financial, and structural risks, documenting assessments in credit approval documents.
12. Organize and lead comprehensive sales initiatives, including generating complex, customized proposals.
13. Foster and maintain strong relationships with all partners.
14. Maintain knowledge of cross-border regulations, limitations, and requirements.
15. Maintain expert-level knowledge of all financial products (including Investments & Trust) and services.
16. Participate in special projects as necessary.
17. Engage in community organizations and activities.
Bankers holding a FINRA license are required to keep their licenses in good standing by adhering to policies and procedures, including completing all firm and regulatory training.
Meet the requirements of the S.A.F.E Act and follow procedures, including notifying Human Resources of any changes in current status.
Qualifications:
1. 2-4 years of direct sales and International Personal Banking development experience.
2. Prior experience with international clients, managing a large portfolio of international clients across various countries, and established international COIs is essential.
3. Proven ability to meet sales targets, engage in independent direct banking sales, and provide credit support while maximizing cross-sell opportunities and relationship profitability.
5. Solid understanding of banking products.
6. Capability to manage large accounts independently.
7. Experience working within a sales team and advocating for high-quality service.
8. In-depth knowledge of Bank Secrecy Act/AML requirements is necessary.
9. Familiarity with KYC completion is required.
Education:
1. Associate's Degree in Finance, Business, or a related field is required.
2. Bachelor's Degree in Finance, Business, or a related field is preferred.
Licenses/Certifications:
FINRA licenses 7 and 66 are highly desirable. However, it is important to note that these licensing requirements may change over time.
Management may require employees in this role to obtain series 7 and 66 licenses, with the understanding that such licenses must be acquired within a specified timeframe upon request.
Special Instructions to Candidates:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please refer to Equal Employment Opportunity Posters provided by OFCCP.
The contractor will not discharge or discriminate against employees or applicants for inquiring about, discussing, or disclosing their own pay or the pay of another employee or applicant.
However, employees with access to compensation information as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals without access to that information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal obligation to provide information.
41 CFR c)Reasonable accommodations may be made to assist individuals with disabilities in completing the online application process.
