BUSINESS RELATIONSHIP OFFICER I - LEVITTOWN BRANCH - FIRSTBANK PR Job at First B

BUSINESS RELATIONSHIP OFFICER I

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

A Brief Overview

The primary role of a Business Relationship Officer is a customer facing position whose primary role is to achieve, retain, deepen, and manage relationships. Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFAC) 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.

What You’ll Need to Succeed

1. Prospect for potential new clients and turn this into increased business.
2. Cold call as appropriate within your market or geographic area to ensure a robust pipeline of opportunities.
3. Identify potential clients and the decision makers within the client organization.
4. Research and build relationships with new clients.
5. Work with team to develop proposals that speak to the client’s needs, concerns, and objectives.
6. Participate in pricing the solution/service.
7. Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
8. Work proactively to retain the Bank’s customers.
9. Impact profitability through ensuring strategic and tactical management decisions and new business development results.
10. Present new products and services and enhance existing relationships.
11. Provide services to actual portfolio customers.
12. Promote and ensure the growth of the deposit portfolio, loans, and selling of banking products and services.
13. Work with technical staff and other internal colleagues to meet customer needs.
14. Present to and consult with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.
15. Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.
16. Ensure efficient and effective marketing, advertising, and promotional planning through the Marketing department.
17. Deposit portfolio management.
18. Management and growth of the preferred segment.
19. Submit weekly progress reports and ensure data is accurate.
20. Comply and enforce 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.
21. Perform any and all other additional duties as may be assigned.
22. Meet the established goal of new deposit sales and growth.

Competencies

1. Language- Excellent verbal and written communication skills. Bilingual, preferable. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups

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