BUSINESS RELATIONSHIP OFFICER I

FLSA Status: Exempt

Job Summary

The primary role of a Business Relationship Officer is a customer facing position whose primary role is to achieve, retain, deepen, and manage relationship.Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned.

Essential Responsibilities

• Prospect for potential new clients and turn this into increased business.

• Cold call as appropriates within your market or geographic area to ensure a robust pipeline of opportunities.

• Identify potential clients, and the decision makers within the client organization.

• Research and build relationships with new clients.

• Work with team to develop proposals that speaks to the client’s needs, concerns, and objectives.

• Participate in pricing the solution / service.

• Closed new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.

• Work proactively retention of Bank’s customers.

• Impact profitability through ensuring strategic and tactical management decisions and new business development results.

• Present new products and services and enhance existing relationships.

• Provides services to actual portfolio customers.

• Promotes and ensure the growth of the deposit portfolio, loans and selling of banking products and services.

• Work with technical staff and other internal colleagues to meet customer needs.

• Present to and consult with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.

• Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.

• Ensure efficient and effective marketing, advertising, and promotional planning through the Marketing department.

• Deposit portfolio management

• Management and Growth of Preferred Segment

• Submit weekly progress reports and ensure data is accurate.

• Complies and enforces closing officers’ unit with related policies, procedures, laws and regulations including but not limited to anti-money laundering, US Patriot Act, Bank Secrecy Act, OFAC, fraud protection, security procedures, and privacy and confidentiality requirements.

• Performs any and all other additional duties as may be assigned.

Supervisory Responsibilities

This position does not have direct supervisory responsibilities.

Minimum Performance Standards

Meet the established goal of new deposit sales and growth

Minimum Requirements

• Bachelor’s degree in Business Administration, but not limited to other. Three (3) years of Branch Banking related experience or four (4) years minimum of relevant experience in direct sales.

• Computer literate in the use of MS Office.

• Leadership, administrative, sales and supervisory skills

• Knowledge of banking regulations as Compliance requirements, such as, Know Your Customer, Bank Secrecy Act, preferable.

• Good analytical skills, multitask, organized, problem solving, goal oriented and able to work under pressure.

• Excellent communication and written and presentation skills.

• Bilingual

• Driver License and car in good conditions.

• Available to work holidays, weekends, and flexible schedules.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.

Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

Job Type: Full-time

Pay: $31,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Holidays
• Weekend availability

Ability to commute/relocate:

• San Juan, PR 00911: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Direct sales: 2 years (Required)

Language:

• English (Required)

Work Location: In person

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