International Sale Representative I - On-site

Job Summary

: The International Sales Representative is responsible for relationship building and driving the IBC experience by providing personalized international and domestic banking services carried out accurately and efficiently in a fast-paced environment with a “We Do More” attitude. This position supports an international officer who manages international and domestic high net-worth bank customers.

Job Description:

ESSENTIAL JOB FUNCTIONS

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• Listens carefully, creates connections, and establishes relationships with long-term and prospective high net-worth international and domestic customers by suggesting bank products and services that will meet their needs. Refer products and services through the bank’s referral system.

• Drives the customer IBC experience by providing personalized service to customers for account-related transaction requests (checking, savings, certificates of deposits, loans, wire transfers, etc.) to comply with bank’s policies and procedures.

• Under the One Team Concept, the international sales representative and international officer have monthly sales goals to meet.

• Assists international officer to prepare loans secured by certificates of deposit; also supports with loan collection, overdrafts, and assists the customer resolve issues.

• Logs and updates the bank’s Customer Relationship Management (through Horizon) system with notes regarding customer interaction and transactions.

• Follow-up with customer due-diligence, dormant accounts, foreign status recertification.

• Provides basic online banking customer support.

• Assists customers with credit and debit card needs, as well as orders and ensures delivery of check orders, debit cards, etc.

• Update customer contact information and records.

• Trains on Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Reg E, regulations, Federal Deposit Insurance Corp. (FDIC) coverage and ensures compliance with regulations when servicing customers in order to service high-risk customers.

• Attends meetings, events and participates in the bank’s outreach projects.

• Other duties as assigned.

SKILLS

• Strong bilingual skills - must be fluent in English/Spanish

• Excellent verbal and written communication skills (English/Spanish)

• Customer service oriented (can begin conversation, build rapport, and promote products and services based on customer needs)

• Highly motivated and self-starter

• Problem resolution

• Time management

• Goal oriented and focus on results

• Strong math skills and an understanding of currency exchange

• Attention to detail, discretion and confidentiality essential

• Microsoft Office skills (Outlook, Word, Excel, PowerPoint)

• Team player; builds relationship with international team to maximize customer experience.

EDUCATION/KNOWLEDGE/EXPERIENCE

• High school graduate or GED equivalent

• Prior sales or office work a plus; banking experience preferred

• Knowledge of Mexican identification documents a plus