Commercial Banking Relationship Specialist

FirstBank Florida; San Juan (PR); On-site; USD 52,000 - 68,000; Full time

Job summary

FirstBank PR is seeking a Business Relationship Specialist to join our Commercial Loans and Deposits Services team in Puerto Rico. The role focuses on servicing customer needs, coordinating loan and deposit activities, and ensuring compliance with policies and regulations.

You will act as a secondary contact for customers and support Relationship Officers in enrollment and closing of sales and services. You’ll identify client needs, recommend suitable products, process loan advances and

Qualifications

• Bachelor’s degree in Business Administration or Associate degree with related banking operations experience.
• Microsoft Office proficient.
• Write, speak, and understand English & Spanish.
• Excellent interpersonal and communication skills.
• Customer Service oriented.
• Available to work overtime.
• License to operate motor vehicle.

Responsibilities

• Manage new loan relationships and verify bookings.
• Assist in opening/closing deposit accounts and related services.
• Process loan advances, payments, and adjustments; provide balance/due date information.
• Monitor loan servicing and billing for participations; clarify billing differences.
• Prepare disbursement instructions and coordination of corrections.
• Coordinate data accuracy verification and corrections as needed.
• Provide portfolio monitoring and credit file maintenance support.
• Identify sales opportunities and refer to Relationship Officers.
• Provide reports, statistics and presentations as required.
• Participate in staff meetings and special projects.

Skills

Communication

Sales & Customer Service

Analytical skills

Teamwork

Problem Solving

Ethics

Education

Bachelor’s degree in Business Administration

Associate degree

Tools

Microsoft Office

Job description

FirstBank PR is seeking a Business Relationship Specialist to join our Commercial Loans and Deposits Services team in Puerto Rico. The role focuses on servicing customer needs, coordinating loan and deposit activities, and ensuring compliance with policies and regulations.

You will act as a secondary contact for customers and support Relationship Officers in enrollment and closing of sales and services. You’ll identify client needs, recommend suitable products, process loan advances and