Posted 1 day ago
International Relationship Manager-Senior
AI Summary
Manages business banking relationships for companies with under $10M in gross sales, handling credit underwriting, portfolio management, and sales in an international territory.
About this role
Overview
About The Role
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:
Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
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 of direct sales and International Personal Banking development experience.
- Must have formal credit training.
- 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.
- An in-depth knowledge of Bank Secrecy Act/AML requirements.
- Knowledge on the completion of KYC is required.
- Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service.
- Bilingual Spanish and English required.
Education
- Bachelor's Degree in Finance, Business or a related field required.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.
Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
Skills
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