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BUSINESS BANKING AND CASH MGMT. SALES MANAGER - WATERFORD

FirstBank Florida · Miami, FL · 2 mo ago
On-siteBusiness DevelopmentFull-time

About the role

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, maintain quality loan portfolios, and foster community awareness of the bank's commitment to partnership and comprehensive financial services.

Responsibilities

  • Develop and implement strategies to achieve Business Banking and cash management sales goals, focusing on:
    • DOA Acquisition
    • DOA Portfolio Growth
    • Loan Acquisition and Referrals
    • Cash Management Fee Income
  • Grow Business Banking Team Demand Deposit Account (DDA) and deposit portfolio by identifying growth opportunities and expanding the client base through targeted initiatives.
  • Adhere to the Bank's BSA, AML, and Office of Foreign Asset Control (OFAC) policies, follow specific unit procedures, and report suspicious activity or transactions.
  • Comply with mandatory BSA, AML, and OFAC training.

Requirements

  • Business Management/Administration degree.
  • 6-7 years of relevant experience.

Skills

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

Core Competencies

  • Customer Service: Anticipates and provides service excellence to both internal and external customers.
  • Building Strong Relationships: Establishes, sustains, and fosters professional contacts to enhance connections.
  • Communication: Delivers clear, effective communication and takes responsibility for understanding others.
  • Business Acumen: Identifies problems and conducts analyses to find the best solutions.
  • Ownership: Takes initiative and assumes personal accountability for goals, outcomes, and deadlines.
  • Vision and Values: Understands the organization's vision and upholds its values in everyday actions.
  • Collaboration and Teamwork: Provides direction and leadership to help teams achieve goals cooperatively.
  • Development (Personal and Others): Demonstrates curiosity for learning and boosts potential in self and others.
  • Change and Innovation: Views change as an opportunity and inspires others to experiment with new ideas.

Independent Judgement & Impact of Errors

The role involves identifying and defining new problems of moderate complexity. Errors could affect essential administrative, operational, or business activities with considerable economic impact.

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