Relationship Specialist

International Finance Bank • Miami, FL

3d • Onsite

About The Position

At International Finance Bank (IFB), our people are at the heart of everything we do. We are committed to fostering a culture of integrity, collaboration, and continuous growth while delivering exceptional financial services to our clients. IFB offers an environment where professionals are encouraged to lead with purpose, embrace change, and make a meaningful impact for our clients and communities.

Our Mission is rooted in serving our clients, our people, and our communities with integrity and purpose. We are committed to creating a seamless and secure customer experience built on trust, transparency, and effective communication, while delivering innovative financial solutions that support long-term growth. Guided by high ethical standards, IFB fosters a culture of continuous learning, collaboration, and accountability, empowering our employees to grow professionally, contribute meaningfully, and uphold the values that drive sustainable success for our clients, shareholders, and the communities we serve.

IFB’s Values of Exemplariness, Closeness, Decisiveness, and Soundness guide how we work and serve others. We lead with integrity, build trusted relationships, act with confidence and accountability, and make responsible decisions that support sustainable growth and long-term success.

Requirements

• Technical studies
• Possible Degrees: Business Administration
• Other Education: Treasury Management products and services training, ACH, Wire Transfer, and electronic payments training, BSA/AML, OFAC, CIP, and KYC compliance training, Online Banking Administration and digital banking platform experience, ABA Banking Certification or equivalent banking coursework etc.
• 1-2 Years of experience in position
• English and Spanish (Preferred)
• Account Maintenance & Deposit Operations: Knowledge of account opening, account servicing, customer maintenance requests, documentation requirements, and banking operational procedures.
• Treasury Management & Payment Services: Understanding of Treasury Management products, online banking platforms, ACH, wire transfers, and related customer support processes.
• Banking Regulations & Compliance: Working knowledge of BSA/AML, OFAC, CIP, KYC, Customer Due Diligence (CDD), and other applicable banking regulations.
• Banking Systems & Microsoft Office: Proficiency in core banking systems, digital banking platforms, document imaging systems, and Microsoft Office Suite (Excel, Word, Outlook, and Teams).
• Communication & Relationship Building: Ability to communicate effectively with clients and internal stakeholders, providing clear information, managing expectations, resolving issues professionally, and fostering strong customer relationships through proactive engagement and exceptional service.

Nice To Haves

• Spanish language proficiency

Responsibilities

• Develop and maintain strong client relationships by serving as a trusted point of contact, proactively addressing customer needs, ensuring a high level of service, and supporting relationship retention and growth.
• Perform all aspects of account servicing and maintenance, including account opening, account updates, account closures, signer changes, documentation review, callbacks, customer maintenance requests, and wire-related account setup and maintenance while ensuring operational accuracy and timely execution.
• Support Treasury Management products and digital banking services, including online banking enrollment, user administration, access management, customer training, troubleshooting, and ongoing service support. Assist clients with domestic and international wire transfer requests, wire agreement maintenance, callback verification procedures, client inquiries, and coordination with Wire Operations to ensure timely and accurate processing. Ensure adherence to established procedures, security protocols, and regulatory requirements related to electronic banking and payment services.
• Maintain proactive communication with clients regarding service requests, account activity, product offerings, documentation requirements, and banking services while supporting customer engagement and retention initiatives.
• Serve as a primary point of contact for customer inquiries, service issues, wire transfer inquiries, and operational concerns, coordinating with internal departments to ensure timely resolution and a positive client experience.
• Collaborate with Relationship Managers, Lending, Treasury Management, Deposit Operations, Wire Operations, Compliance, BSA/AML, and other internal stakeholders to deliver seamless service, support customer needs, and strengthen banking relationships.
• Ensure compliance with all applicable regulatory requirements and internal policies, including BSA/AML, CIP, OFAC, KYC, customer due diligence, wire transfer verification procedures, callbacks, and documentation standards. Maintain accurate customer records and promptly escalate potential compliance concerns.
• Analyze customer interactions, service levels, operational processes, and service trends to identify opportunities for improvement. Support customer reviews, documentation remediation efforts, reporting requirements, portfolio servicing activities, and departmental initiatives designed to enhance efficiency and the overall client experience.
• Perform other duties as assigned by leaders.

Benefits

• Equal Employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital status, protected veteran status, or any other status protected under applicable federal state or local laws.
• Affirmative action to ensure equal opportunity in all employment practices for minorities, women, protected veterans, and individuals with disabilities.
• Drug-free workplace

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree