Business Development Manager

hace 5 días


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
Job Overview

The Premium Banker provides personalized financial orientations through financial planning tools, helping clients achieve their goals. This role involves cross-selling initiatives to grow and deepen client relationships, while achieving sales targets to increase market share.

Key Responsibilities
  • Build effective, trust-based relationships with clients by understanding their needs and providing tailored solutions.
  • Develop and maintain knowledge of the financial industry, economy, market conditions, rates, and competition.
  • Cultivate internal partnerships with Branch Managers to promote integrated sales and service efforts.
  • Identify opportunities to deliver appropriate retail banking products, mortgages, leases/auto loans, investment, and insurance to fit clients' financial goals.
Requirements
  • Bachelors degree in Business Administration or related fields.
  • A minimum of three years in the banking industry and 3-5 years in sales experience in retail banking products.
  • Fully bilingual (English and Spanish) in both oral and written communication.
  • Knowledge in Retail Banking products and ability to educate and provide information to clients and co-workers.


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