FirstBank

BUSINESS BANKING AND CASH MGMT. SALES MANAGER - WATERFORD

FirstBank  •  United States (Onsite)  •  9 hours ago
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Job Description

Short statement that affirms why the job exists and describes the role in 120characters or less.
Responsible for driving business growth by building relationships with clients, generating leads for deposit, cash management and lending
products, and supporting integrated sales strategies in alignment with
organizational objectives. Collaborate with various banking teams
to pursue new business opportunities, especially within
diverse and low-to moderate-income segments, and ensure the delivery of
tailored financial solutions. Support sales initiatives, maintaining quality loan portfolios, and fostering community awareness of the bank's
commitment to partnership and comprehensive financial services.

Accountable for adhering to the Bank's BSA, AML, and Office of Foreign Asset Control, (OFAC), applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and / or transactions with the Bank's processes and comply with any mandatory BSA, AML, and OFAC training assigned.

ESSENTIAL JOB FUNCTIONS

Develop and implement strategies to achieve Business Banking and cash management
sales goals and objectives focusing on:

  • DOA Acquisition
  • DOA Portfolio Growth
  • Loan Acquisition and Referrals
    Cash Management Fee Income


  • Grow Business Banking Team Demand Deposit Account (ODA) and deposit portfolio- Identify growth opportunities and expand the client base through targeted initiatives.

HOMOGENOUS - single country (1 region)

EDUCATION REQUIREMENT - Business Management/Administration Degree

EXPERIENCE REQUIREMENT - 6-7 years' experience

KNOWLEDGE, SKILLS, AND ABILITIES

  • Strong written and verbal communication for reports, presentations, in Spanish and English.
  • Prioritize tasks, manage deadlines, and coordinate resources effectively.
  • Handle sensitive financial and personnel information responsibly.
  • Ability to use Microsoft Office tools, banking software, data security protocols, and digital platforms.
  • Respond to changing regulations, market conditions, and organizational needs.
  • Understand and respond to internal and external client needs.
  • Knowledge of laws, regulatory compliance and other financial regulations.

INDEPENDENT JUDGEMENT

  • The degree of judgement is related to identification and definition of new problems of moderate complexity.

IMPACT ERRORS

  • The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable
    economic impact.

JOB FAMILY


Customer Service: Anticipates and provides service excellence to both internal and external customers

Building Strong Relationships: Establishes, sustains and fosters both internal and professional contacts to build, enhance, and
connects to FirstBank Services.

Communication: Delivers clear; effective communication and takes, responsibility for understanding others.


Business Acumen: Identifies problems and conducts appropriate analyses involving others to searches for best problem analysis & solutions

Ownership: Takes initiative and assumes personal accountability for goals, outcomes and deadlines.


Vision and Values: The employee understands organization's vision
and upholds the organizations values in everyday words. and! actions.


Collaboration and Teamwork: Provides direction and leadership to help teams achieve goals and operate cooperatively cohesively.

Development Personal and Others: Demonstrate curiosity for learning and perform activities to make the most of their skills and boost potential in self and others.

Change and Innovation: Creates a view of change as an opportunity and inspires others. Looks for new ways to experiment with new ideas

EQUAL EMPLOYMENT OPPORTUNITTY EMPLOYER

FirstBank

About FirstBank

Backed by a history spanning over 70 years, FirstBank is one of the soundest Puerto Rican Banks with branches, offices, and service centers throughout Puerto Rico, Virgin Islands, and Florida. Here at FirstBank, we treat our customers as if the Bank belonged to each one of them. With our team of experts and our innovative products and services, we continually strive to make life easier for our customers, including individuals, small and medium-sized businesses, and corporations. Let us show you the human side of banking!

Guías de uso de redes sociales: https://bit.ly/GuíasRedesSocialesFirstBank

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
San Juan, PR
Year Founded
1948
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