Relationship Officer Premium Banking

The Relationship Officer Premium Banking is the primary relationship manager for Premium Banking and Investment Services clients, responsible for delivering exceptional service while building long-term, trust-based relationships. The role focuses on retaining and growing client portfolios by identifying needs across the financial life cycle, increasing wallet share through up-selling and cross-selling, and providing tailored banking, lending, investment, and insurance solutions.

As a key member of the sales team, the officer contributes to individual and team sales targets by proactively developing new business opportunities and leveraging market insights, analytics, and internal referrals. Acting as the first point of contact for managed clients, the role ensures timely and accurate transaction processing, effective resolution of inquiries, and consistent service excellence, while maintaining full compliance with regulatory, KYC, AML, and bank policy requirements.

Success in the role requires strong relationship management, sound judgment, sales discipline, collaboration, and a proactive, client-centric mindset aligned with the Bank’s values and strategic objectives.

Professional requirements:

• Bachelor’s degree in Finance, Accounting Business Administration or equivalent.
• Minimum three (3) years of banking experience in Sales and Customer Service Experience or similar financial services experience.

Candidate Profile:

• Exceptional communication skills: Fluent in English, Dutch, Spanish, and Papiamento, with strong written and verbal communication abilities tailored to diverse client audiences.
• Strong interpersonal skills: Proven ability to build, maintain, and strengthen relationships across all organizational levels, fostering trust and collaboration.
• Strong financial acumen: To review financial statements, analyze client portfolios and to offer tailored banking, lending and insurance solutions.
• Sound professional judgment and problem-solving skills: Detail-oriented and analytical, with the ability to manage complex client requests and sensitive situations accurately and effectively.
• Strong organizational and time management abilities: Demonstrated capability to plan, coordinate, and prioritize tasks independently while managing multiple demands and meeting deadlines.
• Sales and advisory acumen: Skilled in needs analysis, opportunity identification, and effective referrals, supported by a strong service mindset and commitment to premium client experience.
• Customer service excellence: Client-focused approach with the ability to build trust, manage expectations, and deliver clear, professional guidance across multiple service channels.
• Advanced PC proficiency: Highly proficient in Microsoft Office applications, with advanced expertise in Excel for financial modeling, analysis, and client reporting.