Client Relationship Officer - Puerto Rico (Personal Banker)

Job Description

Job Description

Job Title

Client Relationship Officer - Puerto Rico

Functional Title

Personal / Private Banker

Banesco USA is seeking a Client Relationship Officer - PR for our Puerto Rico location.

Primary Job Duties

• Responsible for marketing and acquisition of new retail and business accounts and the cross-sell of the bank’s products and services based on the client financial needs.
• Responsible for the identification of new business opportunities with the Mass Affluent segment and Law 60 individual and business primarily deposit raising.
• Responsible for growing deposits and fee income from acquired client base.
• Engage in business development activities, solicitation of new business and actively maintaining a positive sales environment through knowledge of bank’s products and services.
• Responsible for cross-selling all bank products and services.
• Participates in community and business functions / groups / associations to ensure a positive image for the bank within the region’s marketplace. Establish referral contacts within the community.
• Analyzes new and existing client account activities to determine new cross-selling opportunities to expand and retain the client’s business.
• Responds to inquiries from both internal and external clients in reference to clients’ accounts and / or transactions ensuring completeness of inquiries.
• Responsible for completing thoroughly all requests from BSA, answering KYC, ECS and RFI’s on a timely basis.
• Responsible for the administrative portion of his / her the customer relationships, including, overdrafts, wire transfer, BSA requirements, etc.
• Actively participates in assuring quality control in regard to all job functions in order to obtain satisfactory results in all audits and certifications.
• Contributes to the overall profitability of the team through costs controls, income generation and branch marketing efforts.
• Adheres to bank’s compliance culture and to all regulatory standards.
• Responsible for completing annual training program assigned.
• Performs other functions and / or duties as assigned.

Job Requirements

Benefits

About Us

Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 15 countries.

As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.

Our actions are rooted in our Values : Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.

At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.