Client Relationship & Growth Specialist

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. #J-18808-Ljbffr