Bank Consultant (Tortola, Bvi)

Popular Bank; Huelva; Híbrido; EUR 30.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Incentive compensation

Descripción de la vacante

Popular Bank is seeking a sales-focused professional to drive the sale of banking products by assessing client needs and delivering tailored solutions. You will collaborate with branches to maintain service standards and support cross-selling during campaigns.

You will handle account openings, information delivery, and issue resolution while complying with banking regulations. Three years of sales experience and a Bachelor's in Accounting or Finance are required.

Formación

• Three years of sales experience.
• Bachelor's degree in Accounting or Finance.
• Insurance licenses if selling insurance products.

Responsabilidades

• Drive the sale of banking products by assessing client needs and delivering tailored solutions.
• Collaborate with branches to maintain high service standards and support cross-selling during campaigns.
• Handle account openings, information delivery, and issue resolution while ensuring compliance with banking regulations.
• Promote cross-selling and campaign-driven products.
• Provide exceptional customer service during account openings and problem resolution.
• Complete transactions in accordance with BSA/AML and corporate guidelines.

Conocimientos

Sales experience

Customer service

Cross-selling

Regulatory awareness

BSA/AML knowledge

Communication

Educación

Bachelor's degree in Accounting or Finance

Descripción del empleo

In this role you drive the sale of banking products by assessing client needs and delivering tailored solutions. You collaborate with branches to maintain high service standards and support cross-selling during campaigns. You handle account openings, information delivery, and issue resolution while ensuring compliance with banking regulations. You contribute to a customer-centric environment and uphold the company’s mission to provide financial solutions across life stages.

• Hybrid work model (for eligible positions)
• Base salary plus incentive compensation/commission
• Equal Opportunity Employer
• Sell monthly targets of banking products (deposit accounts, credit cards, personal loans, protection plans, credit lines, CDs, IRA, commercial accounts and services)
• Promote cross-selling and campaign-driven products
• Participate in special promotions and events
• Provide exceptional customer service during account openings and problem resolution
• Follow standard operating procedures and Quality Service Standards
• Complete transactions and documents in accordance with banking regulations (BSA/AML and corporate guidelines)
• Three years of sales experience
• Bachelors Degree in Accounting or Finance
• Insurance Licenses (if selling insurance products)
• Cross-functional collaboration
• Regulatory/compliance awareness
• Knowledge of BSA/AML and banking regulations
• Sales and client needs assessment
• Campaign-driven product promotion