Client Relationship Officer

Client Relationship Officer

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.
• Analyses 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 about all job functions 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.

Qualifications

• Bachelor’s in business administration preferred or equivalent experience.
• Five (5) of experience in the Banking industry with business development.
• Bilingual (English/Spanish) with strong verbal and written communication skills, ability to communicate at all levels of the organization.