Job Description
Qualifications
8-10 years years of recent experience in direct sales and International Personal Banking development experience in the banking industry
Must have formal credit training or strong credit and lending understanding and experience
Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
Good verbal, written, and interpersonal communication skills
Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Bilingual Spanish and English required
Bachelor's Degree in Finance, Business or a related field required
Should management deem it necessary employees in this role, may be asked to obtain series 7 and 66, with a stipulation that such licenses must be fulfilled within 180 days from the date of request
Responsibilities
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm
Responsible for the overall success and growth for assigned sales territory
Represents the bank as the primary relationship manager with clients in the book of business
Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management
Portfolio management will include servicing covenant compliance, collateral monitoring
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals
Works closely with the team to generate, identify, qualify, and prioritize new prospects
Generates proposal and develops sales strategies at an expert level
Develops, expands, and maintains referral sources
Documents relationship process as needed
Works with clients in analyzing problems and propose solutions
Acts as client’s advocate in securing suitable credit and cross selling products and services
Structures and completes unsecured business loans
Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document
Organizes and leads involved sales initiative, including generating complex, customized proposals
Works to develop and maintain solid relationships with all partners
Maintains expert level knowledge of all bank products and services
Participates in special projects as needed
Must be willing to participate in community organizations and activities
Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status
Job description
Overview
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities
• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
• Works closely with the team to generate, identify, qualify, and prioritize new prospects.
• Generates proposal and develops sales strategies at an expert level.
• Develops, expands, and maintains referral sources.
• Documents relationship process as needed.
• Works with clients in analyzing problems and propose solutions.
• Acts as client’s advocate in securing suitable credit and cross selling products and services.
• Structures and completes unsecured business loans.
• Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
• Organizes and leads involved sales initiative, including generating complex, customized proposals.
• Works to develop and maintain solid relationships with all partners.
• Maintains expert level knowledge of all bank products and services.
• Participates in special projects as needed.
• Must be willing to participate in community organizations and activities.
• Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
Qualifications
• 8-10 years years of recent experience in direct sales and International Personal Banking development experience in the banking industry. Required
• Must have formal credit training or strong credit and lending understanding and experience. Required
• Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
• Good verbal, written, and interpersonal communication skills.
• Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
• Bilingual Spanish and English required.
• Licenses 7 and 66 with experience preferred.
Education
• Bachelor's Degree in Finance, Business or a related field required.
Licenses/Certifications
• FINRA licenses 7 and 66 is highly desirable. However, it's essential to note that these licensing prerequisites might undergo modifications overtime. Should management deem it necessary employees in this role, may be asked to obtain series 7 and 66, with a stipulation that such licenses must be fulfilled within 180 days from the date of request.
Special Information To Candidates
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-XXXXXX or by e-mail at [email protected].
8-10 years years of recent experience in direct sales and International Personal Banking development experience in the banking industry
Must have formal credit training or strong credit and lending understanding and experience
Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
Good verbal, written, and interpersonal communication skills
Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Bilingual Spanish and English required
Bachelor's Degree in Finance, Business or a related field required
Should management deem it necessary employees in this role, may be asked to obtain series 7 and 66, with a stipulation that such licenses must be fulfilled within 180 days from the date of request
Responsibilities
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm
Responsible for the overall success and growth for assigned sales territory
Represents the bank as the primary relationship manager with clients in the book of business
Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management
Portfolio management will include servicing covenant compliance, collateral monitoring
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals
Works closely with the team to generate, identify, qualify, and prioritize new prospects
Generates proposal and develops sales strategies at an expert level
Develops, expands, and maintains referral sources
Documents relationship process as needed
Works with clients in analyzing problems and propose solutions
Acts as client’s advocate in securing suitable credit and cross selling products and services
Structures and completes unsecured business loans
Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document
Organizes and leads involved sales initiative, including generating complex, customized proposals
Works to develop and maintain solid relationships with all partners
Maintains expert level knowledge of all bank products and services
Participates in special projects as needed
Must be willing to participate in community organizations and activities
Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status
Job description
Overview
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities
• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
• Works closely with the team to generate, identify, qualify, and prioritize new prospects.
• Generates proposal and develops sales strategies at an expert level.
• Develops, expands, and maintains referral sources.
• Documents relationship process as needed.
• Works with clients in analyzing problems and propose solutions.
• Acts as client’s advocate in securing suitable credit and cross selling products and services.
• Structures and completes unsecured business loans.
• Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
• Organizes and leads involved sales initiative, including generating complex, customized proposals.
• Works to develop and maintain solid relationships with all partners.
• Maintains expert level knowledge of all bank products and services.
• Participates in special projects as needed.
• Must be willing to participate in community organizations and activities.
• Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
Qualifications
• 8-10 years years of recent experience in direct sales and International Personal Banking development experience in the banking industry. Required
• Must have formal credit training or strong credit and lending understanding and experience. Required
• Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
• Good verbal, written, and interpersonal communication skills.
• Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
• Bilingual Spanish and English required.
• Licenses 7 and 66 with experience preferred.
Education
• Bachelor's Degree in Finance, Business or a related field required.
Licenses/Certifications
• FINRA licenses 7 and 66 is highly desirable. However, it's essential to note that these licensing prerequisites might undergo modifications overtime. Should management deem it necessary employees in this role, may be asked to obtain series 7 and 66, with a stipulation that such licenses must be fulfilled within 180 days from the date of request.
Special Information To Candidates
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-XXXXXX or by e-mail at [email protected].
💡 Quick Summary
Seeking a career-building opportunity? The International Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
