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Valley Bank · 14 hours ago

Client Relationship Associate (Portuguese Speaker)

Miami, FL

Full-time

Onsite

Entry Level

2+ years exp

Valley Bank is seeking a Client Relationship Associate who will focus on developing and maintaining strong relationships with clients to enhance their banking experience. The role involves acting as a liaison between clients and back-office departments, selling financial products, and ensuring customer satisfaction through effective service delivery.

Banking

H1B Sponsor Likely

Responsibilities

Develop and maintain strong relationships with clients in order to maximize their banking experience

Act as a liaison between client and all back-office departments to ensure prompt and accurate service

Sell financial products and services

Proactively contact clients with recommendations

Utilize resources to conduct effective consultative client conversations

Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs

Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction

Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships

Exercise knowledge of risk management, loss prevention and follow all policies and procedures

Assist the branch in performing intermediate duties, support the branch operational activities/ financial services and perform branch clerical duties when needed

Qualification

Mortgage Loan Officer CertificationBranch Banking ExperienceMicrosoft WordMicrosoft ExcelMicrosoft OutlookProfessional ImageVerbal CommunicationWritten CommunicationInterpersonal CommunicationOrganizational Skills

Required

Ability to prioritize, organize and follow up on assignments

Ability to project a professional image within the community and branch

Must have good verbal, written and interpersonal communication skills

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

Basic PC skills including Microsoft Word, Excel and Outlook

Fully knowledgeable and skilled on all platform functions

High School diploma or GED and a minimum of 2 years' branch banking experience and/or Valley National Bank training may be substituted

Mortgage Loan Officer (MLO) Certification

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)