BUSINESS RELATIONSHIP OFFICER I
Our Company
At FirstBank PR, we strive to be a trusted advisor to our clients. Our employees are essential in delivering personalized customer service and exceeding client expectations. With over 3,100 employees across Puerto Rico, the Virgin Islands, and Florida, we are proud of our team's dedication.
Do you have a passion for helping customers, building relationships, and delivering exceptional service? If yes, FirstBank is the perfect place for you.
Job Overview
The Business Relationship Officer is a customer-facing role focused on achieving, retaining, and expanding client relationships. The role involves adhering to Bank policies related to BSA, AML, and OFAC, reporting suspicious activities, and complying with mandatory training.
Qualifications and Skills
- Prospect and convert potential clients to increase business.
- Conduct cold calls within your market to build a pipeline of opportunities.
- Identify and research potential clients and decision-makers.
- Develop relationships and propose solutions tailored to client needs.
- Negotiate contracts and coordinate requirements for new business deals.
- Retain existing customers proactively.
- Impact profitability through strategic decisions and business development.
- Present new products and enhance current relationships.
- Manage deposit portfolios and promote banking products and services.
- Collaborate with internal teams to meet customer needs.
- Report on progress and ensure data accuracy.
- Comply with policies, laws, and regulations related to anti-money laundering, fraud protection, security, and confidentiality.
Required Competencies
Excellent verbal and written communication skills; bilingual preferred.Strong reasoning skills to analyze problems and interpret instructions.Customer service excellence, including managing difficult situations.Knowledge of banking laws, regulations, and credit policies.Problem-solving, sales, marketing, and prioritization skills.Computer literacy in Word, Excel, PowerPoint.Participative leadership and teamwork skills.Strategic thinking capacity.Minimum Qualifications
Bachelor’s degree in Business Administration or related field.At least 3 years of branch banking experience or 4 years in direct sales.Computer proficiency with MS Office.Leadership, sales, and supervisory skills.Knowledge of banking regulations such as KYC and BSA is preferred.Strong analytical, organizational, and communication skills.Bilingual required.Valid driver’s license and a vehicle in good condition.Availability for flexible schedules, including holidays and weekends, and willingness to transfer within the area.Equal Employment Opportunity Employer
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