Global Client Relations Executive

2 weeks ago

Fort Lauderdale Florida, United States City National Bank of Florida Full time

Overview:


The Global Client Relations Executive plays a pivotal role in collaborating with the sales team to cultivate, enhance, and maintain Business Banking connections with enterprises typically generating less than $10 million in revenue.

This position is accountable for the overall performance and expansion of the designated sales region. Acts as the primary liaison for the bank, managing relationships with clients within the assigned portfolio. Engages in the credit evaluation process, which encompasses Credit Underwriting, Portfolio Management, and Risk Assessment. Responsibilities in portfolio management include ensuring compliance with covenants and monitoring collateral.

Key Responsibilities:


Achieves or surpasses individual sales and retention objectives while adhering to corporate, legal, and regulatory standards regarding compliance.


Proactively develops existing relationships and seeks new business opportunities through client referrals and outreach efforts to align with the Bank's strategic objectives.

Collaborates closely with the team to generate, identify, qualify, and prioritize potential new clients.

Creates proposals and formulates sales strategies at an advanced level.

Builds, expands, and sustains referral networks.

Documents the relationship management process as necessary.

Assists clients in problem analysis and solution development.

Acts as an advocate for clients in securing appropriate credit and promoting additional products and services.

Structures and finalizes unsecured business financing.

Assesses business, management, industry, financial, and structural risks, documenting evaluations in credit approval documentation.

Organizes and leads comprehensive sales initiatives, including the creation of intricate, tailored proposals.

Strives to establish and maintain robust relationships with all stakeholders.

Maintains expert-level knowledge of all banking products and services.

Participates in special projects as required.

Must be willing to engage in community organizations and activities.


Complies with the requirements of the S.A.F.E Act and is expected to follow procedures, including notifying Human Resources of any changes in current status.


Qualifications:
8-10 years of recent experience in direct sales and International Personal Banking development within the banking sector. Required

Formal credit training or a strong understanding of credit and lending practices is essential. Required

Demonstrated ability to meet sales targets, engage in independent banking sales activities, and provide credit support while maximizing cross-sell opportunities and relationship profitability.

Excellent verbal, written, and interpersonal communication skills.

Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).

Bilingual proficiency in Spanish and English is required.

Licenses 7 and 66 are preferred.

Education:
A Bachelor's Degree in Finance, Business, or a related discipline is required.

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 from the date of 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 terminate 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 who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not have access to compensation 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 duty to furnish information.

41 CFR c)

Reasonable accommodations may be provided to assist individuals with disabilities in completing the online application process.

  • Labor Relations Legal Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States Ascension Global Staffing & Executive Search Full time

    Become a Part of Our Esteemed TeamAt Ascension Global Staffing & Executive Search, we pride ourselves on being a premier national recruiting agency focused on sourcing and securing exceptional talent throughout the country. Our commitment to diversity and inclusion fosters a thriving environment for both employers and candidates.We are in search of a skilled...

  • Senior Executive Search Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States NASC GLOBAL Full time

    Job OverviewPosition Summary:NASC GLOBAL is seeking a dedicated Executive Search Consultant to spearhead our business development initiatives throughout the United States. This essential position presents a remarkable opportunity to elevate our Executive Search sector, collaborating with a dynamic executive team to shape the trajectory of our...

  • Senior Account Executive

    1 week ago

    Fort Lauderdale, Florida, United States The PR Net Full time

    Senior Account Executive - Public Relations SpecialistThe PR Net, a leading global communications agency, is seeking a highly skilled Senior Account Executive to lead our public relations efforts. As a key member of our PR team, you will be responsible for developing and implementing strategic PR campaigns to secure media placements and promote our clients'...

  • Senior Executive Search Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States NASC GLOBAL Full time

    Job OverviewPosition Summary:NASC GLOBAL is seeking a dedicated Executive Search Consultant to spearhead our business development initiatives throughout the United States. This essential position provides a remarkable opportunity to elevate our Executive Search sector, collaborating with a proactive executive team to shape the trajectory of our...

  • Senior Executive Search Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States NASC GLOBAL Full time

    Job OverviewPosition Summary:NASC GLOBAL is seeking a Senior Executive Search Consultant to spearhead our business development initiatives across the United States. This essential position presents a remarkable opportunity to elevate our Executive Search sector, collaborating with a vibrant executive team to shape the trajectory of our organization.This role...

  • Executive Director of Client Relations

    5 days ago

    Fort Myers, Florida, United States PBK Architects Full time

    About the Role:The Executive Director of Client Relations will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients. The Executive Director of Client Relations will oversee all client relations for a particular Client or multiple Clients, including project...

  • Senior Public Relations Executive

    1 week ago

    Fort Lauderdale, Florida, United States The PR Net Full time

    Senior Account Manager - PR/CommunicationsThe PR Net, a global communications agency, is seeking a highly skilled Senior Account Manager to lead our PR team. As a key member of our team, you will be responsible for developing and implementing PR campaigns and strategies to secure media placements and promote our clients' interests.Key...

  • Client Services Coordinator

    36 minutes ago

    Fort Lauderdale, Florida, United States XO Global Full time

    About the RoleXO Global is seeking a highly skilled Client Services Specialist to join our team. As a key member of our operations team, you will be responsible for the proactive coordination and communication of all flight management details.Key ResponsibilitiesFlight Management: Coordinate and communicate all flight management details, including itinerary...

  • Client Relations Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Randstad Full time

    Job OverviewAre you enthusiastic about fostering valuable connections and delivering exceptional support to clients? Do you aspire to be part of a vibrant team that appreciates your expertise and commitment? If so, this opportunity may be for you.Compensation: $18 - $20 per hourShift: FirstWork Hours: 8 AM - 5 PMEducation Requirement: High School DiplomaKey...

  • Executive Client Relations Specialist

    1 week ago

    Fort Myers, Florida, United States PBK Full time

    About the RoleThe Senior Client Manager will serve as a top-level executive in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients. The Senior Client Manager will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall...

  • Client Relations Coordinator

    2 weeks ago

    Fort Lauderdale, Florida, United States AutoNation Full time

    About AutoNation:AutoNation stands as a leading automotive retailer in the United States, dedicated to providing innovative solutions, outstanding services, and comprehensive offerings that empower our clients to make informed decisions. Our extensive network of dealerships across the nation, supported by a well-recognized brand, presents a diverse selection...

  • Executive Director of Client Relations

    1 day ago

    Fort Myers, Florida, United States PBK Architects Full time

    About the RoleThe Executive Director of Client Relations will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients.Key ResponsibilitiesOversee all client relations for a particular Client or multiple Clients, including project team performance and overall...

  • Lead Sales Account Executive

    2 weeks ago

    Fort Lauderdale, Florida, United States ASM Global Full time

    Position: Senior Sales Account SpecialistDepartment: Sales & MarketingReports To: Senior Sales ManagerFLSA Status: Non-exemptAbout ASM Global: ASM Global stands as the premier venue management organization and creator of live event experiences, overseeing more than 350 venues across the globe.Role Overview: The Senior Sales Account Specialist will be tasked...

  • Client Relationship Manager

    1 week ago

    Fort Lauderdale, Florida, United States Global Environmental and Industrial Response LLC Full time

    Job OverviewGlobal Environmental & Industrial Response (GEIR) is seeking a dedicated Account Manager to oversee and enhance the quality standards of our services while ensuring client satisfaction. This role is pivotal in cultivating and maintaining client relationships, identifying new business prospects, and guaranteeing the effective delivery of our...

  • Client Relationship Manager

    2 weeks ago

    Fort Lauderdale, Florida, United States Global Environmental and Industrial Response LLC Full time

    Job OverviewPosition: Account ManagerCompany: Global Environmental & Industrial Response LLCSalary: CompetitiveRole SummaryAs an Account Manager, you will play a pivotal role in ensuring that the quality benchmarks of our organization align with the expectations of our clients. This position is focused on cultivating and maintaining robust client...

  • Executive Director of Client Relations

    3 days ago

    Fort Myers, Florida, United States PBK Architects Full time

    About the Role:The Executive Director of Client Relations will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients.Key Responsibilities:Oversee all client relations for a particular client or multiple clients, including project team performance and...

  • Executive Director of Client Relations

    3 days ago

    Fort Myers, Florida, United States PBK Architects Full time

    About the Role:The Executive Director of Client Relations will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients.Key Responsibilities:Oversee all client relations for a particular Client or multiple Clients, including project team performance and...

  • Commercial Litigation Paralegal

    2 months ago

    Fort Lauderdale, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Employment Law Compliance Counsel

    2 weeks ago

    Fort Lauderdale, Florida, United States Ascension Global Staffing & Executive Search Full time

    Become a Part of Our OrganizationAt Ascension Global Staffing & Executive Search, we pride ourselves on being a premier national recruitment agency focused on discovering and securing exceptional talent across the country. Our commitment to diversity and inclusion fosters a thriving environment for both employers and candidates.We are in search of a Labor &...

  • Client Relations Specialist for Facilities Management

    2 weeks ago

    Fort Lauderdale, Florida, United States SYSCO Full time

    Company Overview:Sysco is a leading global provider in foodservice distribution, operating a vast network of distribution facilities and serving a diverse range of customer locations.Position Summary:This role is focused on enhancing customer relationships and driving sales growth within the Cruise Line sector. The successful candidate will be instrumental...