International Relationship Manager-Senior
City National Bank of Florida, Miami, FL, United States
Overview
The International Relationship Manager Senior is responsible for building, managing, and retaining a portfolio of international high-net-worth individuals and entrepreneurs who reside outside of the United States, with some connectivity or nexus to the United States. The Relationship Manager is expected to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing clients. Through a proactive need-based selling approach, the Relationship Manager will cross-sell bank products, including but not limited to Depository Products, Treasury Management Services, and Consumer Lending products. The Relationship Manager will collaborate at a senior level with the assigned partner to establish, build, and expand Commercial Relationships for international high-net-worth individuals that own a business, property, or second home in the United States.
The International Relationship Manager Senior is expected to attain or exceed production goals and is responsible for the development of International Private Clientele through business development, social functions, association memberships, and development of relevant international COIs. The International Relationship Manager Senior will deliver the highest level of client service while adhering to the Bank's BSA/AML, Compliance, and Policies and Procedures, respond to all client requests promptly, and provide white‑glove service. The role is involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading, and Risk Identification and Management. Portfolio management will include servicing covenant compliance and collateral monitoring.
What You’ll Do
Consistently meets and exceeds individual and/or team sales goals, including deposit, loans, and other products 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.
Independently analyzes credit checks and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential credit worthiness.
Meets or exceeds investment referral goals, deposit goal DDA, and interest‑bearing accounts while adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
Develops new client business in target international corridor using external knowledge of the LATAM market.
Manages and retains a portfolio of clients who 100% reside outside the United States, with some connectivity or nexus to the United States.
Foreign national clients that have some type of nexus to the U.S. have business, properties, second homes, or a child residing in the U.S.
Collaborates with the team to generate, identify, qualify, and prioritize new international prospects.
Independently expands existing relationships and solicits new business through client or COI referrals.
Stays abreast of the market, the competition, and maintains an informed, strategic view for the business.
Generates proposals and develops sales strategies at an expert level.
Develops, expands, and maintains referral sources.
Documents relationship process as per procedures.
Works with clients to assess goals, analyze gaps or problems, and propose solutions.
Acts as the client’s advocate in securing suitable credit and cross‑selling products and services.
Evaluates business, management, industry, financial, and structural risk, and documents assessment in a credit approval document.
Organizes and leads involved sales initiatives, including generating complex, customized proposals.
Works to develop and maintain solid relationships with all partners.
Maintains knowledge of cross‑border rules, limitations, and requirements.
Maintains expert level knowledge of all financial products (including Investments & Trust) and services.
Participates in special projects as needed.
Participates in community organizations and activities.
Meets the requirements of the S.A.F.E Act and follows procedures including notifying Human Resources of any changes in status.
Bankers who hold a FINRA license are required to maintain their license in good standing and adhere to all applicable regulations, policies, and procedures. Must also complete all banking regulatory training and remain current on product knowledge and general investments.
Qualifications
8–10 years of recent experience in direct sales and international personal banking development within the banking industry.
Must have formal credit training or strong credit and lending understanding and experience.
Proven ability to meet and exceed sales goals, drive direct banking sales, credit support, and maximize cross‑sell opportunities to increase relationship profitability.
Exceptional consulting skills; ability to probe, listen, clarify, and present information to advance sales transactions and deepen relationships.
Strong analytical skills and the ability to interpret complex financial data and business operations to assess client needs and offer appropriate solutions.
Professional presentation and communication skills, effectively engaging with clients and stakeholders at all levels.
Extensive knowledge of credit structuring and processing, with credit training preferred.
Highly effective communication and influence skills, able to negotiate and build consensus with clients and colleagues.
Superior organizational and time‑management skills, capable of managing multiple priorities while maintaining high standards of performance.
Proven expertise in business development, consistently identifying opportunities to grow the client portfolio and expand business relationships.
Proficient in Microsoft Office Suite, referral‑tracking programs, and other relevant banking software tools.
Education
Bachelor's Degree in Finance, Business, or a related field.
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Information to Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at talent.attraction@citynational.com.
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The International Relationship Manager Senior is expected to attain or exceed production goals and is responsible for the development of International Private Clientele through business development, social functions, association memberships, and development of relevant international COIs. The International Relationship Manager Senior will deliver the highest level of client service while adhering to the Bank's BSA/AML, Compliance, and Policies and Procedures, respond to all client requests promptly, and provide white‑glove service. The role is involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading, and Risk Identification and Management. Portfolio management will include servicing covenant compliance and collateral monitoring.
What You’ll Do
Consistently meets and exceeds individual and/or team sales goals, including deposit, loans, and other products 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.
Independently analyzes credit checks and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential credit worthiness.
Meets or exceeds investment referral goals, deposit goal DDA, and interest‑bearing accounts while adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
Develops new client business in target international corridor using external knowledge of the LATAM market.
Manages and retains a portfolio of clients who 100% reside outside the United States, with some connectivity or nexus to the United States.
Foreign national clients that have some type of nexus to the U.S. have business, properties, second homes, or a child residing in the U.S.
Collaborates with the team to generate, identify, qualify, and prioritize new international prospects.
Independently expands existing relationships and solicits new business through client or COI referrals.
Stays abreast of the market, the competition, and maintains an informed, strategic view for the business.
Generates proposals and develops sales strategies at an expert level.
Develops, expands, and maintains referral sources.
Documents relationship process as per procedures.
Works with clients to assess goals, analyze gaps or problems, and propose solutions.
Acts as the client’s advocate in securing suitable credit and cross‑selling products and services.
Evaluates business, management, industry, financial, and structural risk, and documents assessment in a credit approval document.
Organizes and leads involved sales initiatives, including generating complex, customized proposals.
Works to develop and maintain solid relationships with all partners.
Maintains knowledge of cross‑border rules, limitations, and requirements.
Maintains expert level knowledge of all financial products (including Investments & Trust) and services.
Participates in special projects as needed.
Participates in community organizations and activities.
Meets the requirements of the S.A.F.E Act and follows procedures including notifying Human Resources of any changes in status.
Bankers who hold a FINRA license are required to maintain their license in good standing and adhere to all applicable regulations, policies, and procedures. Must also complete all banking regulatory training and remain current on product knowledge and general investments.
Qualifications
8–10 years of recent experience in direct sales and international personal banking development within the banking industry.
Must have formal credit training or strong credit and lending understanding and experience.
Proven ability to meet and exceed sales goals, drive direct banking sales, credit support, and maximize cross‑sell opportunities to increase relationship profitability.
Exceptional consulting skills; ability to probe, listen, clarify, and present information to advance sales transactions and deepen relationships.
Strong analytical skills and the ability to interpret complex financial data and business operations to assess client needs and offer appropriate solutions.
Professional presentation and communication skills, effectively engaging with clients and stakeholders at all levels.
Extensive knowledge of credit structuring and processing, with credit training preferred.
Highly effective communication and influence skills, able to negotiate and build consensus with clients and colleagues.
Superior organizational and time‑management skills, capable of managing multiple priorities while maintaining high standards of performance.
Proven expertise in business development, consistently identifying opportunities to grow the client portfolio and expand business relationships.
Proficient in Microsoft Office Suite, referral‑tracking programs, and other relevant banking software tools.
Education
Bachelor's Degree in Finance, Business, or a related field.
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Information to Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at talent.attraction@citynational.com.
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