The position involves managing and growing a portfolio of high-valued clients in loan and deposit accounts while adhering to established lending and operational policies. The role requires maintaining client information and serving as a liaison throughout the bank to facilitate the delivery of financial products and services. Responsibilities include initial reception, prospecting, information gathering, analyzing, profiling, documenting, closing, follow-up service, and various reporting requirements. The candidate must be comfortable interacting with high-value clients and should be a self-starter and team player. The position may also involve handling incoming calls and emails, ensuring professional communication and appropriate follow-up actions. Additional tasks include supporting account openings, processing CD renewals, issuing cashier's checks, preparing wire transactions, and assisting with loan applications. The role also supports the International Banking Officer in sales and service functions.