Advisor, Business Development

hace 3 meses


San Juan, Puerto Rico Oriental A tiempo completo
The Advisor, Business Development is primarily responsible for the acquisition of new customers through the sale of commercial loans, commercial deposits, cash management services and Point of Sales and investment referrals and the expansion of the relationships of these customers. Implement effective strategies to support the attraction and retention of profitable commercial customers. Conduct business within corporate policies & procedures and regulatory requirements. Position works hybrid based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

Analyzes and prepares loan requests for small commercial loans following Bank’s Commercial Credit Policy and supporting credit and risk personnel to comply with these policies. Sell financial institution products and services, focused on Professional and PYMES clients. Responsible for business sales goals achievement which consists of deposits, business credit, cash management and Point of Sales Follows the official guides for interest rates and service charges in interactions with customers and prospects. Actively supports the promotional activities of the Bank and participate in conventions and others. Maintains and enhances information base on local and national economics, as well as other concerns that would impact the financial institution’s lending activities. Makes recommendations to management on client’s product improvements or changes. Ensures that all transactions are carried out in full compliance with the institution policies, procedures and with established regulatory standards and guidelines, as well as any related international rules & regulations. Other duties may be assigned.

MINIMUM REQUIREMENTS:

Bachelor’s degree in Business Administration, Finance, Accounting, or related field required. Three (3) years of experience in Business Development, Sales or related required. Banking experience required. Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities. Excellent sales, interpersonal and communication skills. Ability to interpret and implement banking regulations and procedures. Able to perform multiple tasks at the same time with minimum supervision. Self-starter, results oriented, dynamic & team player. Excellent computer skills in the use of MS Office (Word, Excel, PowerPoint), Outlook, Internet Tools, and other operative programs. Excellent interpersonal skills, customer service and ability to work effectively with internal clients, and staff. Excellent written and verbal communication skills in Spanish & English required.

#Li-Hybrid



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