Specialist , II, III, or Senior - International Private Banking

Assists in managing and growing a portfolio of high-valued clients in loan and deposit accounts/relationships that meet with established lending and operational policies and provides maximum profitability to the Bank with a minimum of risk. Assist in maintaining all client information. Serves as a liaison throughout the bank facilitating the delivery of financial products and services and cross-marketing a full range of banking, trust, and investment services.

Directly provide banking and operational support for clients. This role encompasses initial reception and/or prospecting, information gathering, analyzing, profiling, documenting, closing, follow-up service, and various reporting requirements. This position is client intensive and it requires that the candidate be entirely comfortable in interacting with high-value clients of the Bank. Being a self-starter and a team player is a must. Additionally, this position may involve handling incoming calls and emails from internal and external customers according to established Call Center standards, ensuring professional communication and appropriate follow-up actions.

Supports opening new accounts, processing CD renewals, issuing cashier's checks, preparing wire transactions, and assisting with loan applications. This role also involves discussing and interacting with customers to support the International Banking Officer in sales and service functions.

Senior Specialist – exercise independent judgment in resolving operational issues on behalf of clients and primarily responsible for training lower grade Specialists and cross‑training team members.

• Assist the assigned wealth management team to maintain, expand, and service deposit relationships of assigned existing high‑value clientele, as well as responding to inquiries from new clientele, under supervision and training.
• Assist with loan requests from initiation to closing, including prospecting, information gathering, analyzing, profiling, closing, ticklers, management of portfolios, timely identification of upcoming renewals, and follow up, under supervision and guidance.
• Assist in deposit servicing, ensures opening deposit accounts and related products and services are opened in a timely manner; receive and ensures deposits, withdrawals, wire transfers, and funds transfers are processed; approving checks, processing of wires, travelers checks, cashiers checks, foreign currency requests; assist in monitoring of overdrafts.
• Generate referrals for various banking products and services, both in the business and retail areas.
• Responsible for deposit, loan, and related product and services documentation audit.
• Assists in developing and implementing marketing strategies for the client base incorporating appropriate Bank Personnel.
• Serve as a backup for other administrative/operational duties and assists in special projects, miscellaneous responsibilities, and other duties as assigned.

• Liaison between clients, officers, and Bank departments in researching/responding to requests for information, researching, and resolving problems.
• Responsible for ensuring missing and incomplete reports for the team are updated in a timely manner.
• Serve as a backup for other administrative/operational duties and assist in special projects, miscellaneous responsibilities, and other duties as assigned.
• Contribute to achieving a satisfactory rating on audits.
• Responds reactively and proactively to all financial needs, expanding client profitability and generating new revenues throughout the sale of credit, deposit, trust, and investment products and services.
• Refers clients to other specialists through the company, as appropriate.
• Seeks referrals from existing clients and outside professional relationships.
• Represents the Bank in civic and community events with emphasis on CRA qualifying activities.
• Responsible for compiling accurate loan, deposit, time deposit, and other various reports in a timely manner.

• High School Diploma or GED equivalency required.
• Bachelor’s Degree…