Associate, Retail Banking (Sales)

Oriental; San Juan (PR); Hybrid; USD 32.000 - 52.000; Vollzeit

Zusammenfassung

Oriental in San Juan, PR seeks an Associate, Retail Banking (Sales) for a 6‑month temporary position with hybrid work. The role focuses on outbound telemarketing to promote consumer and business banking products, building new relationships and cross‑selling.

The candidate will handle outbound calls, target achievement of sales goals, maintain product knowledge, and comply with TSR rules, while communicating in English and Spanish and delivering excellent service to diverse customers.

Qualifikationen

• Associate degree or technical certificate in Office, Business Administration or related field.
• One year of sales, telemarketing or customer service experience required.
• Proficient in Microsoft Office; strong communication and teamwork skills.
• Fluent in English and Spanish, written and verbal.

Aufgaben

• Sells all bank products via telephone and outbound calls.
• Aims to achieve department sales and personal goals.
• Responds to TSR-referred calls to close sales.
• Prospects new accounts, deposits, and loans via outbound lists.
• Completes accurate fulfillment documents for closed sales.

Kenntnisse

Microsoft Office

Sales experience

Bilingual EN/ES

Ausbildung

Associate degree or technical certificate in Office Admin

Jobbeschreibung

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