Client Relationship Manager

hace 2 días


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
Key Responsibilities

This position requires a strong understanding of retail banking products and services, as well as excellent communication and interpersonal skills. The ideal candidate will be able to build trust-based relationships with clients and provide personalized financial orientations.

Main Tasks:

  1. Confidently build relationships with clients by uncovering their needs and providing suitable financial solutions.
  2. Research available retail banking products, mortgages, leases/auto loans, investment, and insurance opportunities to determine whether they fit into client's financial goals.
  3. Maintain client data in CRM system and respond to incoming inquiries.

Skills and Qualifications:

  • Bachelors degree in Business Administration or related field.
  • Minimum three years in banking industry and 3-5 years in sales experience in retail banking products.
  • Knowledge of Retail Banking products and ability to educate clients and coworkers.

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