Attracting and developing new personal and commercial deposits, loans, and investment relationships.
Pursuing opportunities to expand existing relationships through business development.
Complying with all related CIP and BSA/AML requirements.
Driving business growth by leading the service delivery model strategy for their respective market.
Managing and reviewing active loan portfolios.
Requirements
Bachelor’s Degree in Business Administration, Accounting or Finance.
Five (5) years of banking-related experience in product sales and lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
An in-depth knowledge of the Bank Secrecy Act/AML and related regulations is required.
Experience working in a sales team with high quality service advocacy.
Excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).