Banesco USA · 15 hours ago
Client Service Specialist International
Miami, FL
Full-time
Onsite
Mid Level
3+ years expBanesco USA is seeking a Client Service Specialist for our International Department. The role involves assisting the Relationship Manager in developing and expanding the assigned portfolio, providing excellent customer service, and ensuring compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for assisting the Relationship Manager with developing and expanding the assigned portfolio aligning with the Bank’s strategy
Provide Relationship Manager with support in order to gather information to find new business opportunity
Gather all required documentation in order to submit new account opening package to corresponding team
Responsible for completing the assigned call log to cross-sell Bank’s products and services on a timely basis
Responsible in providing excellent customer service by assisting new and existing customers via phone or in person ensuring their request are completed and/or forwarded to the appropriate areas
Provide Relationship Manager with support for all account activity report/programs (ECS, investigations, ECS RFIs, KYC etc.) to ensure the accounts are in good standings with compliance
Follow-up with customer who are pending supporting documentation for BSA requirements
Assist the Relationship Manager during business travel to ensure portfolio is serviced effectively
Assist Relationship Manager in other duties and projects as assigned
Responsible for completing annual training program assigned
Performs other functions and/or duties as assigned
Qualification
Required
Associate's Degree in Business administration or related field or equivalent experience
Three (3) years of experience in the Banking industry or in a customer service field
Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages
Strong verbal and written communication skills, ability to communicate at all levels of the organization
Strong attention to detail and accuracy
Ability to multi-task, with strong organization, time-management and prioritizing skills
Strong customer service skills, ensuring satisfaction of both internal and external customers
Knowledge of selling and cross-selling techniques to provide customers with the bank's products and services
Ability to proactively analyze client portfolio in order to ensure all products and services are offered
Intermediate knowledge of related State and Federal banking compliance regulations and operational policies
Ability to work with supervision while performing duties
Ability to work in a team environment ensuring performance goals are met
Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank's policies and procedures
Intermediate knowledge in bank's operation activities, terminology and products and services
Benefits
Competitive base salary plus variable compensation
Paid time off.
401k with employer match.
Tuition reimbursement.
Paid parental leave.
Medical, Dental, Vision.
Life Insurance.
Supplemental Insurances.
Short-Term & Long-Term Disability Benefits.
Free parking.
On-site cafeteria.
Company
Banesco USA
With a proud legacy since 2006, Banesco USA is at the forefront of revolutionizing the banking landscape.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$11.91M2019-01-28Series Unknown· $11.91M
Leadership Team
Calixto (Cali) Garcia-Velez
President & Chief Executive Officer
Michel Vogel
Senior Vice President - Chief Credit Officer
Recent News
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