International Preferred Banker

International Finance Bank • Miami, FL

13d

About The Position

Responsible for delivering personalized and high-quality financial services to high-net-worth clients by understanding their unique needs and offering tailored banking solutions. The role also supports the profitability of the department and Bank.

The International Preferred Banker builds long-term relationships with high-net-worth clients, helps align their financial goals with the bank’s products and services, and provides prompt, high-priority support. The position manages client account operations and documentation, identifies opportunities to offer relevant additional services, and contributes to client retention and sustainable growth.

Applicants selected for hire will be required to pass a pre-employment drug test and background check in accordance with company policy. IFB is an equal employment opportunity employer and a Drug-Free Workplace.

Requirements

• Graduated Professional education.
• Possible degree fields: Business, Finance, Accounting, or Economics.
• 1–2 years of experience in the position.
• English and Spanish language skills.
• Knowledge of bank products and services.
• Cash management experience.
• BSA/compliance knowledge.
• Sales and market analysis skills.
• Applicants selected for hire must pass a pre-employment drug test and background check in accordance with company policy.

Responsibilities

• Assists in building long-term strategies to deepen relationships with high-net-worth clients by understanding their financial goals and aligning them with the bank’s products and services.
• Works with management to anticipate market trends and adjust the preferred banking strategy to safeguard client assets and ensure sustainable growth.
• Develops a service model that provides prompt and effective solutions for preferred clients, addressing their inquiries and concerns with high priority.
• Identifies opportunities to cross-sell products, such as investment management, wealth planning, insurance, or real estate services, based on client profiles.
• Works on retention strategies such as loyalty programs, personalized offers, and special events to enhance client satisfaction and loyalty.
• Manages day-to-day operations related to preferred clients’ accounts, including deposits, withdrawals, loan applications, and other transactional needs.
• Assists in preparing and reviewing client contracts, agreements, and other necessary documentation related to account management and services.
• Performs other duties as assigned by leaders.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Ph.D. or professional degree