International Banking Account Rep I-II
About The Position
The Account Representative performs sales, servicing, and operational functions for the International Private and Corporate Banking Teams, primarily serving Non-Resident Alien (NRA) clients. The role identifies and resolves customers’ banking needs through high levels of engagement, seeking to expand share of wallet through deposit and loan growth and cross-functional wealth management referrals. The ideal candidate can migrate customers to HVC-level accounts ($250,000 or more). The representative grows the Mass Market portfolio through safe, profitable opportunities from existing and new clients and sources, while working to move customers into HVC-compatible business sizes. The position supports daily operational efficiency in compliance with regulations and CPB policies and procedures, independently resolves client issues and concerns, and interacts with third-party vendors on clients’ behalf. At Level I, the representative supports bank initiatives and team goals through exceptional service and portfolio growth, builds community relationships and partnerships that generate opportunities and customer acquisitions, and identifies system efficiencies and process improvements. At Level II, the representative also helps team members achieve goals and accountabilities and backs up Mass Market Team operational tasks. Part-time BUCO duties include business-unit compliance oversight, risk assessment, regulatory change implementation, participation in management meetings and business decisions, policy and procedure review, compliance training, and monitoring and testing. The role requires light physical work, including moving or lifting items up to 20 pounds, use of standard office equipment and applications, clear verbal and written communication, sufficient hearing, the ability to read and understand bank documents, and the ability to work for extended periods at a desk or workstation in a conventional office setting and adapt to different work environments. The employer is an EEO/AA employer, maintains a drug-free workplace, and performs pre-employment substance abuse testing.
Requirements
- High school diploma or GED equivalency.
- International Banking Account Rep I: 2 or more years of related experience.
- International Banking Account Rep II: 3 or more years of related experience.
- Ability to perform light physical work and move or lift items up to 20 pounds.
- Ability to operate standard office equipment, including a phone, copier, and personal computer, and use related devices and applications proficiently.
- Ability to communicate clearly verbally and in writing with internal and external customers, and to hear sufficiently for daily discussions and interactions.
- Ability to read and understand bank-related documents.
- Ability to work in a conventional office setting, sit at a desk or workstation for extended periods, and adapt to different work environments as needed.
Responsibilities
- Perform sales, servicing, and operational functions for International Private and Corporate Banking Teams, primarily for NRA clients.
- Identify and resolve customers’ banking needs and expand share of wallet through customer engagement, deposit and loan growth, and wealth management referrals.
- Grow the Mass Market portfolio with safe, profitable opportunities from existing and new clients and sources, and work to move customers into HVC-compatible business sizes.
- Maintain daily operational efficiency in compliance with regulations and CPB policies and procedures.
- Resolve client issues and concerns independently and interact with third-party vendors on clients’ behalf.
- For Level I, support bank initiatives and team goals through exceptional service and growth of the existing portfolio.
- For Level I, build community relationships and partnerships that generate opportunities and customer acquisitions.
- For Level I, identify system efficiencies and support or recommend process improvements.
- For Level II, assist team members with team goals, portfolio management, and accountabilities, and back up Mass Market Team operational tasks.
- For applicable part-time BUCO assignments, oversee business-unit compliance and support compliance risk assessment, regulatory change management, business decisions, policy and procedure updates, training, and monitoring and testing.
- Operate standard office equipment and communicate with internal and external customers.
- Move or lift items, including boxes, files, and papers, weighing up to 20 pounds.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
