Role OverviewThe Account Representative performs sales, servicing, and operational functions on behalf of the International Private and Corporate Banking Teams primarily for the department's Non-Resident Alien (NRA) clients. The ideal candidate is able to migrate customers to HVC level accounts ($250k+).
What You Will Do
Grow Mass Market portfolio with safe and profitable opportunities from existing and new clients and sources. Continually work to move these customers into HVC compatible size business. Ensure daily operational efficiency in compliance with regulations and CPB policies and procedures.
Why It Might Be a Fit
The ideal candidate is able to migrate customers to HVC level accounts ($250k+). Demonstrates alignment with bank's initiatives and contributes to team goals through exceptional service and a focus on growing our existing portfolio.
Requirements
- High School Diploma or GED equivalency required
- 2+ years of related experience required for I
- 3+ years of related experience required for II
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