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Location: Onsite at the location listed in the job posting. Hours: MONDAY - FRIDAY / 9:00 AM - 5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with "on the job training" of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Only candidates with US Work Authorization will be considered. Description: The advisor is a strategic professional who follows the company strategy and help the clients to set their portfolio according to their needs. Both strong commercial and technical skills are mandatory. The professional must utilize our investments intelligence to generate ideas and allow the clients to achieve their portfolio goals within their risk limitations. The investor should bring new ideas and participate in our Strategy Committees within the Investments department. The position demands a high knowledge in every main products, such as bonds, equities, mutual funds, structured notes, alternatives and more. The advisor must establish a close relationship with new and existing high and ultra high net worth clients. The position will be allocated inside the Investments Solutions department and will report to the Head of Investors. Main Duties: • Provide complete financial and investment guidance to clients., • Leverage deep knowledge of securities, regulations, and investment strategies to develop customized investment plans and strategies., • Understanding of clients needs and profile, recommending adequate investments products, and monitoring portfolios to ensure alignment with clients' financial goals and risk tolerance., • Be updated about market trends, economy and all institutional calls., • Provide advice and guidance on markets and actionable investments ideas., • Be adherent to all regulatory standards., • Be able to leverage information and relationships with internal partners., • Prepare proposals for clients and present investments products and ideas., • Execute trades in client accounts in accordance with client orders., • Manage under appropriate supervision the selected portfolios of clients., • Use commercial skills to expand clients base and AUC., • Identifying potencial areas of opportunity Qualifications: • Series 7 and 66 (or 63 and 65) required, • Fluency in Portuguese and English required, • CFA, MBA degree or other advanced degree a plus, • 5+ years of experience in advisor/investor/banker/investments, • Initiative and self-driven Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

On average, spends approximately 60% of time performing Teller functions and 40% of time performing Relationship Banker functions. Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. May serve as back-up to

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. Refers customers to an internal team of experts when more complex financial goals and

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

Responsible for working in a team setting with other relationship bankers while assisting the Client Relationship Manager in overall sales and day-to-day operations. Client Relationship Specialist - B&P. Banesco USA is seeking a Client Relationship Specialist - B&P for our Brickell Banking Center.

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. May conduct outbound phone calls using generated customer and prospect lead lists to e

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine

At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financia

Responsible for working in a team setting with other relationship bankers while assisting the Client Relationship Manager in overall sales and day-to-day operations. Responsible for assisting the Client Relationship Manager in the management and supervision of the employees in the banking center whi

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, comple

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. Develops relationships with customers, remaining well-informed about the customer's re

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products Relationship Banker, Business, Relationship Manag

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. Develops relationships with customers, remaining well-informed about the customer's re

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

Banesco USA is seeking a VP, Relationship Manager for our Business & Professional unit. Analyzes new and existing client account activities to determine cross-selling opportunities to expand and retain the clients' business. Participates in community and business functions/groups/associations to ens

Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. Minimu

As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. Re-engage with clients though

Senior Business Banking Relationship Manager. As a Business Banker, you are responsible for business development of small-mid size companies as well as professional associations including Law Firm, CPA and Healthcare Practices. Connect your clients across all lines of business.

May serve as back-up to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers. Strong interpersonal skills to establish rapport with customers. On average, spends approximately 60% of time performing Teller functions and 40% of time performing Relati

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. Referrals: Recognize opportunities to deepen relationships with additional products and services and make refer

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. We build lasting relationships by doing the right thing, exceeding

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Conducts o

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities. On average, spends approximately 60% of time performing Teller functions and 40% of time performing Relationship Banker functions. Proactively

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Conducts o

Commercial Relationship Manager IV. Coordinates problem loan administration with Commercial Banking Director or Manager, line of Business Executive or Special Assets Administrator. The primary focus of a Commercial Banker is to leverage their talents and passion in connecting business owners and com

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering produc

Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Pursues new business using

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Manage assigned clients and proactively meet with them, both in per

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a

Senior Small Business Relationship Banker. At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, servi

Job DescriptionManaging Director – Large Corporate Banking / Senior Relationship Manager Location: Miami, FL Level: Managing Director or Senior Director Compensation: Competitive Base Salary + Significant Production Based Incentives Overview A well capitalized and growth oriented financial institution in South Florida is expanding its Large Corporate Banking platform and is seeking a senior revenue producing Managing Director to help lead that effort. This is a front office, production driven role focused on originating and managing relationships with large corporate clients requiring sophisticated credit and capital markets solutions. The institution is investing in balance sheet capacity and capital markets capabilities and is looking for a senior banker who can bring meaningful relationships and build a durable, repeatable revenue stream. The role is designed for a senior relationship manager who operates at the $100M to $500M+ transaction level and is comfortable advising C suite executives on complex financing structures. Role Focus The Managing Director will be responsible for developing and expanding relationships with large corporate clients across multiple industries. The banker will originate significant credit facilities and identify opportunities to deliver broader capital markets and treasury solutions. This is not a portfolio maintenance role. The expectation is new client acquisition, meaningful production, and consistent fee generation. Key Responsibilities • Originate senior secured and structured credit facilities in the $100M to $500M+ range, • Develop new relationships with CFOs, Treasurers, and senior finance executives, • Expand wallet share across existing relationships, • Identify and execute cross sell opportunities across treasury services, structured finance, and capital markets products, • Structure and negotiate complex credit transactions in partnership with credit and risk teams, • Drive loan growth, fee income, and long term client portfolio profitability, • Build a sustainable pipeline of large corporate opportunities, • 10+ years of large corporate banking or senior relationship management experience, • Demonstrated history of originating and closing $100M+ corporate credit facilities, • Established C suite relationships within large private or public corporations, • Proven record of annual revenue production and loan growth, • Strong understanding of capital structure, credit markets, and balance sheet lending, • Ability to operate independently and generate new business Compensation includes a competitive base salary with significant upside tied directly to individual production and portfolio performance. North Point Technology is THE BEST place to work for curious-minded engineers motivated to support our country's most crucial missions! We focus on long term projects, leveraging the latest technology in support of innovative solutions to solve our customer's most difficult problems. At North Point Technology, EMPLOYEES come first! We value our employees by providing excellent compensation, benefits, and a flexible work-life balance. We strive for a close-knit and open atmosphere where the owners are always directly available to our team members. Come join us! Apply with North Point Technology today! For positions requiring a federal security clearance, your clearance level must be clearly identified on your resume.

Job Description As a Business Banker, you’ll be the face of the bank in one of the most dynamic, opportunity-rich markets in the country. You’ll drive new loan production, expand deposits, and cultivate deep, lasting client relationships in Miami’s business community. This is a role for someone who thrives on impact, influence, and building something meaningful. Essential Job Functions • Develop and manage strong business relationships by understanding each client’s unique needs and delivering tailored financial solutions, • Drive loan production and deposit growth through proactive outreach, cross-selling, and opportunity identification, • Identify, pursue, and close sales opportunities across a broad suite of financial products and services, • Partner with internal teams to ensure seamless execution, smooth transactions, and exceptional client experiences, • Represent the bank in the Miami community through active involvement in professional groups and local events, • Mentor junior team members, offering guidance on relationship development, credit fundamentals, and best practices, • Collaborate with Business Banking leadership to influence market strategy, portfolio performance, and competitive positioning, • Continuously optimize your portfolio by monitoring client performance, credit quality, and market conditions, • Proactively manage risk to ensure balanced growth, profitability, and regulatory compliance, • Perform other duties as assigned Knowledge, Skills & Abilities • Advanced understanding of the business banking landscape, including customer needs, competition, and regulatory expectations, • Comprehensive knowledge of bank products, services, and business financial solutions, • Strong communication skills with the ability to present financial information clearly and confidently, • Sound judgment and discretion in decision-making, • Ability to build trust, influence stakeholders, and deepen relationships at all levels, • Proven initiative and drive to meet sales goals, innovate, and grow the market, • Ability to work both independently and collaboratively across teams and leadership levels, • Strong strategic thinking, analytical ability, and problem-solving skills, • Solid credit assessment skills with the ability to evaluate risk and make informed lending decisions, • High integrity and commitment to upholding the bank’s culture, values, and reputation, • Ability to manage multiple priorities, tight deadlines, and shifting demands, • Willingness to travel overnight as needed, • Proficiency in banking systems, Microsoft Office (Word, PowerPoint, Excel), and related tools Basic Qualifications • Bachelor’s degree in business, finance, or related field, • 3+ years of business banking sales and client relationship experience (or related financial services experience), • 1+ years of credit analysis and risk assessment experience, • 1+ years of leadership, coaching, or mentoring experience preferred

Job Description Are you an outgoing people-person who thrives in a fast-paced work environment? If so, we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate the home loan process. We offer the training, the technology, and the team support to help you succeed. If you are looking for a lucrative career using your communication and interpersonal relationship-building talents, apply today! Compensation: $60,000 - $75,000 yearly Responsibilities: • Meet sales expectations, generate new business, get referrals, and monitor sales pipeline, • Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant’s financial status, • Assemble financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility, • Collaborate with the mortgage lender or mortgage banker, underwriter, loan processor, senior MLO / mortgage loan originator, and realtors on behalf of the applicant as needed to make sure the loan transaction goes through successfully, • Educate loan applicants about various residential mortgage loans - answer questions and provide additional information to create personal relationships, • Client Engagement: Conduct interviews with clients to understand their financial situation, needs, and loan preferences, • Presentation & Consultation: Prepare and deliver clear loan presentations that outline terms, conditions, and potential pricing scenarios, • Pricing: Accurately price loan products and explain rates, fees, and options to clients, • Pipeline Management: Act as the point of contact for clients throughout the loan process, coordinating with processing and underwriting teams to ensure timely progression, • Relationship Management: Build and maintain strong relationships with clients, aiming for high satisfaction and potential referrals, • Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator, • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer serviceQualifications:, • Bachelor’s degree is preferred, but a high school diploma or equivalent is required, • Exceptional communications, sales, relationship, and MS Office skills are necessary, • Possess the intention to complete a training program to obtain NMLS/ MLO/ state license, • Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not required, • Understanding of loan programs guidelines and various types of loans such as FHA, commercial loans, VA, etc is helpful, but not required, • Advance comprehension of loan financing options such as Non-QM, Foreign nationals, Conventional, FHA, VA, and Home Equity Loans, • Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred, • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients, • 3-5 years of professional office environment experience as a loan officer assistant or mortgage assistant preferred, • Understanding of state and federal legislation, as well as underwriting rules and processesAbout Company Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, licensed in 49 states and Puerto Rico. All aspects of the loan process (processing, underwriting, and funding) are conducted in-house. We have grown exponentially over the past few years and are always looking for driven and motivated individuals to join our team.

Mid-Corp Relationship Manager, Digital Tech & Comms - Director. This is a Commercial Banker position on Digital Tech & Comms Mid Corporates Team, working with US headquartered corporates generating annual revenues of $100MM $3BN+. Ability to embrace new technology and understand the role digital pla

Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Partners with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Collaborates with business partners such as

As a private client banker in branch banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the branch. Partners with specialists (private client advisors, mortgage bankers and business relationship managers) to connect customers to ex

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will

Job Description ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The Private banker is responsible for growing and maintain existing book. Expected to cross-sell Credit and investment products to clients whilst maintaining a very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensure all rules and regulations applicable are upheld. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Relationship Management * Abilities to acquire High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals, through your own network and by actively approaching potential clients. * Actively engage in contact with customers and counterparties, primarily based in Chile, through phone calls, face to face meetings and email to improve our understanding of customers’ needs and position BCI Miami Branch/ BCI Securities to deliver products that meet those needs. * Identify risk management factors (Credit, operational, legal, etc.) on a timely basis * Profiling the needs and identifying business opportunities. * Build relationships with clients and families and cross generations to be able to establish long term relationships. Product Management and Financial Advisory * Develop and implement sales strategies and the subsequent servicing of UHNW customers and quality management of standard banking products and services. • Understand and identify credit needs which can range from Advisory Lending, Securities Based Lending, Retail Lending, and investment needs (liquidity, cash management) of current and potential Private Banking clients and offer banking solutions as part of an integrated Wealth Management client team Risk Management * Participate in internal committees * Demonstrate an understanding of bank policies and procedures, particularly about risk management while maintaining compliance with relevant legal and regulatory requirements in order to demonstrate consideration to the firm’s reputation. * Conduct analyses of and document clients credit worthiness, ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations * Follow up and track respective approvals from Head Office Credit Origination * Identification and development of credit opportunities, especially credit transactions involving term loans, Residential and Commercial Real estate and specialty loans * Collect, analyze and present all relevant information to understand the market, the participants, competition, opportunities and risks * Analyze and document clients credit worthiness for presentation to local and/or Head Office credit committees ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations Other responsibilities * BSA / Radar review and front office approvals. * Develop and maintain a high degree of understanding regarding bank policies and procedures, as well as all legal and regulatory requirements for the US and Chile markets, particularly with regard to the clients’ product suite * Stay current with industry and regulatory standards and best practices as needed via seminars, industry events, training, certifications, and or licenses as needed. * Must maintain courteous, professional, and effective internal and external working relationships * Must provide timely and appropriate responses to requests for information and/or customer complaints or concerns and provide appropriate follow up to ensure issues are resolved. * Must receive and provide clear, constructive feedback in a cooperative and professional manner * Ability to understand, speak, read and write English and Spanish * Effectively speaking before groups of customers or employees * Assume evolving duties and responsibilities of position Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed) * Travel as required * Perform additional duties and responsibilities as assigned by management * Must have the ability to effectively deal with changing situation, in addition to recognizing, identifying and interpreting a variety of work such as instructions, forms, and reports * Ability to work and apply mathematical concepts to be able to get the assigned work completed * Required knowledge of regularly operating a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing best-in-class client service * Excellent verbal and written communication skills, including ability to effectively communicate with internal and external client * Must have the ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree in Business, Finance or related field or MBA preferred. CERTIFICATIONS/LICENSES: Series 7 & Series 66 (63 & 65) EXPERIENCE: At least (10+) or more years of experience a must. Positive, goal and team oriented, poised, tactful, independent, self-starter, detail oriented, thinks outside the box. Needs to have a valid driver’s license and must have the ability to independently visit clients. External client interaction (meetings, networking etc.), sales activities, accomplishment of goals, accuracy and regulatory compliance are critical functions of this job.

Job DescriptionABOUT BCIBci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The SVP Head of Trade and Supply Chain Finance Banker is responsible for the identification, analysis, and structuring of Trade Finance products. Transaction complexity is moderate-to-high, focusing on a broad array of trade products for some of the largest US and Latin American companies. Products range from import and standby letters of credit, factoring, supply chain finance, and structured trade credit transactions. DUTIES AND RESPONSIBILITIES Trade Credit Origination * Strategic definition and implementation with line of business heads in order to build and scale the Trade Finance business. * Lead the identification and development of a Trade Finance portfolio, emphasizing a wide spectrum of cross border bilateral and structured trade credit products including import and standby letters of credit, factoring, supply chain finance, trade credit insurance and structured trade credit transactions. * Generate market analyses regarding participants, competition, opportunities, and risks. * Establish, develop, and maintain a network of commercial relationships with large companies and banks active in trade finance. * Support credit team analysis of company creditworthiness for presentation to credit committees, ensuring risks are fairly assessed for well-supported recommendations. Relationship Management * Engage with major US market participants (importers / exporters / trading companies, other banks) to identify trade finance opportunities. * Actively contact customers and counterparties via phone, meetings, and email to understand needs and position the bank’s trade finance products. * Liaise with other business units to coordinate Trade Finance opportunities between the US and other markets. * Represent the bank at industry conferences, events, and bank meetings. * Utilize the Salesforce platform to optimize relationship management activities. Credit Analysis, Approvals, and Administration * Demonstrate strong understanding of bank policies and procedures regarding risk management and compliance with all legal and regulatory requirements. * Support the presentation of credit proposals to relevant Credit Committees. * Track credit proposals through the approval process. * Identify changes in the credit profiles of borrowers and transactions on a timely basis. * Calculate Risk Adjusted Return on Capital (RAROC) for all trade transactions. REQUIREMENTS * Bachelor’s degree in business administration, Finance, Accounting, or equivalent required, Masters degree preferred * Minimum 10 years of combined relevant Trade Finance experience, preferably in top-tier national or global banks managing a wide range of Trade Finance products to large corporations in the US and LATAM. * Ability to understand, speak, read, and write English and Spanish. * Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Job Description ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio (AUM’s and ROA) and achieving business results through strategic sales development. The International Banker & Wealth Advisor targets existing and future wealthy clients in Latin America to increase profitability and diversify revenue sources, managing a portfolio of approximately 250 individuals with medium complexity needs and an average of $50,000,000.00 in assets under administration. This position requires close collaboration with Wealth Management, Personal Banking Chile, Commercial Banking, and Preferencial Internacional Chile to meet Bci Plan Internacional goals and ensure continuous compliance with banking laws and regulations for regulatory excellence. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Prepare and manage Marketing and Sales Plan of customer portfolio assigned. * Meet goals in conjunction with Department goals. * Dual responsibility between the Bci Bank and Securities; NASD Registered with Series 7 and future 66 licenses as a Wealth Manager Advisor (WMA or FA) . * Provide training and coaching to Client Service Associates (CSAs). * Provide Trading support for the team. * Lead the strategic expansion of existing customer relationships across regional offices (Chile, Peru, and Colombia) and the Miami Office * Serve as a liaison and business partner with the Relationship Managers of Bci Chile across Bci Chile (Banca Preferencial, Private Bank, Premier Banking, GIC, BAM) and Bci Securities * Develop and deliver innovative wealth management financial advice and solutions to clients in collaboration with the Investment Team. * Identify and proactively address key investment needs of assigned clients and their businesses, leveraging banking products to bring net new assets. * Establish, promote, and maintain a robust pipeline of opportunities to achieve the Team’s annual AUM and revenue goals * Manage and ensure the timely resolution of all client inquiries, complaints, and service issues (internal and external) * Focus on the achievement of continuous self-improvement and respond effectively to changing circumstances. * Maintain a focus on asset quality, drive cost-efficient practices, and ensure strict adherence to all sound bank regulatory practices, including BSA/Compliance policies, Risk Management policies, and NASD Best Practices, as well as the policies and procedures of the Bank and BCI Securities. * Present investment proposals, review existing investment portfolios while maintaining clients in line with their suitability/risk appetite. * Evaluate the performance and asset allocation of existing portfolios and make necessary adjustments. * Manage client needs, service, trades, problem resolution, process issues and respond to client's inquiries. * Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies. * Travel if required. * Follow the Bank’s and Dept’s policies and procedures as well as the ones of BCI Securities. OTHER REQUIREMENTS * Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed) * Maintain regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines. * Maintain courteous, professional and effective internal and external working relationships. * Must receive and provide clear, constructive feedback in a cooperative and professional manner * Ability to understand, speak, read and write English and Spanish * Effectively speaking before groups of customers or employees * Assume evolving duties and responsibilities of position * Provide coverage for other positions as requested * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. * Perform additional duties and responsibilities as assigned by management COMPLIANCE RESPONSIBILITIES In the performance of their duties, all Bci - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place, or which may become effective during the staff member’s employment. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree in a related field or equivalent combination of coursework and work experience. CERTIFICATIONS/LICENSES: Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing. EXPERIENCE: At least 2 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products.