Associate, Remote Network (Sales)

Oriental Bank; Bayamón (PR); Remote; USD 28,000 - 36,000; Full time

Job summary

Oriental Bank seeks an Associate for its Remote Network Sales team in Bayamón, Puerto Rico. The role focuses on selling bank products to new and existing customers via telephone, achieving sales targets and supporting junior staff.

Responsibilities include outbound calls, cross-selling deposits and loans, and ensuring accurate documentation for closed sales while adhering to policy standards.

Qualifications

• Minimum one year experience in telemarketing or customer service.
• Experience in direct telephone sales preferred.
• Strong interpersonal and telephone skills.
• Advanced knowledge of bank policies, procedures, regulations and compliance.

Responsibilities

• Sell investment and business banking products via telephone.
• Achieve department and personal sales goals.
• Provide sales training and support to new representatives.
• Place outbound calls to secure new customer relationships and cross-sell deposits and loans.
• Complete accurate fulfillment documents for closed sales and maintain strong customer follow-up.

Skills

Telemarketing

Customer service

Sales

Cross-selling

Banking products

Education

DSR II Curriculum

Job description

## Associate, Remote Network (Sales)Apply: On Site: Bayamon, Puerto Rico: Full time: Posted Today: R0007714Directly sells and cross-sells to new and existing customers through the introduction of specific consumer and business products that the bank offers via telemarketing. Included are all core deposit products, consumer loans and investment services and business banking products. Located in Bayamón, Puerto Rico.**MAJOR DUTIES & RESPONSIBILITIES:*** Sells all investment and business banking products via telephone.* Responsible for achieving department sales and personal goals.* Provides sales training and support to new, less experienced representatives.* Responds to TSR referred calls from existing or prospective customers with the intent to close sales.* Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits and loans.* Completes accurate fulfillment documents for closed sales.* Conducts frequent new customer satisfaction surveys.* Maintains current on all bank products, policies and procedures.* Complies with state telemarketing regulations and department service quality standards.* Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.* Performs duties of a TSR as directed.* Participates in telemarketing pilot programs.* Support the principles of community banking through cross selling and referral to appropriate departments for specialized services. **EDUCATION AND EXPERIENCE:*** Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.* Successful completion of DSR II Curriculum Requirements.* Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.* Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.* Successful completion of DSR II Curriculum Requirements.* Strong inter-personal and telephone skills.* Advanced knowledge of bank policies, procedures, regulations and compliance.* The ability to perform work pace appropriate to a given workload.**WORK AUTHORIZATION & ELEGIBILITY:*** Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.* Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.