Client Relationship Associate (Portuguese Speaker) - Miami, FL
 Valley National Bank | |
 United States, Florida, Miami | |
 Sep 07, 2025 | |
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Responsibilities include but are not limited to:
* Develop and maintain strong relationships with clients in order to maximize their banking experience. * Act as a liaison between client and all back-office departments to ensure prompt and accurate service. * Sell financial products and services. * Proactively contact clients with recommendations. * Utilize resources to conduct effective consultative client conversations. * Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs. * Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction. * Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. * Exercise knowledge of risk management, loss prevention and follow all policies and procedures. * Assist the branch in performing intermediate duties, support the branch operational activities/ financial services and perform branch clerical duties when needed. | |