Associate, Retail Banking (Sales)

Oriental Bank; San Juan (PR); Hybrid; USD 26,000 - 38,000; Full time

Job summary

Oriental Bank seeks an Associate, Retail Banking (Sales) in San Juan, PR. This temporary 6-month position will involve outbound telemarketing to present consumer and business banking products, cross-selling, and handling new customer relationships.

The role is hybrid and based in Oriental Center building, San Juan. The ideal candidate has an associate degree or related certificate, at least 1 year in sales or customer service, and strong English/Spanish communication with proficiency in

Qualifications

• Associate degree or technical certificate in Office, Business Administration or related field required.
• One year of experience in sales, telemarketing or customer service required.
• Knowledge in Microsoft Office (Word, Excel, PowerPoint, Outlook) required.
• Excellent communication skills in English and Spanish; able to write clearly and concisely.

Responsibilities

• Sell all business banking products by telephone.
• Achieve department and personal sales goals.
• Respond to TSR calls from existing or prospective customers with intent to close sales.
• Place outbound calls to secure new customer relationships.
• Prospect new accounts, deposits, and loans.
• Complete accurate fulfillment documents for closed sales.
• Conduct frequent customer satisfaction surveys.
• Stay current on bank products, policies, and procedures.

Skills

Communication skills

Sales experience

English/Spanish bilingual

Education

Associate degree or technical certificate in Office/Business Admin

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

The Associate, Retail Banking (Sales) directly sells and cross-sells to new and existing customers. Through telemarketing (outbound) introduce specific consumer and business products that the bank offers. This position will be temporary (6 months) and working hybrid, based in Oriental Center building, San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES

• Sells all business banking products via telephone.
• Responsible for achieving department sales and personal goals.
• Responds to Telemarketing Sales Rule (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.
• Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
• Other duties may be assigned.

MINIMUM REQUIREMENTS

• Associate degree or technical certificate in Office, Business Administration or related field required.
• One (1) year of experience in sales, telemarketing or customer service required.
• 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.
• Knowledge in Microsoft Office (Word, Excel, PowerPoint, Outlook), required.
• Excellent communication skills, customer service, and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Good written and verbal communication skills in English and Spanish with a demonstrated ability to write communications clearly, concisely, and effectively required.

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.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement Compliance Posters #LI-Hybrid

ABOUT US

This may be the opportunity to change your life and take your career to the next level. Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to: Compliance_Posters / Labor Laws Recruitment Privacy Policy Statement

ACERCA DE NOSOTROS

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel. Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables: Afiches de Cumplimiento/ Leyes Laborales Política de Privacidad de Reclutamiento