Associate, Sales and Services

Oriental; Ponce (PR); On-site; USD 32,000 - 42,000; Full time

Job summary

Oriental in Ponce, PR is seeking an Associate, Sales & Services (Branches) to deliver excellent customer service while identifying client financial needs and presenting alternatives. The role involves cross-selling bank products and assisting with questions about financial services.

The candidate should have a Bachelor's in Business Administration, 2 years of retail or sales experience, be fully bilingual in English and Spanish, and possess strong analytical, problem-solving, and interpersonal

Qualifications

• Bachelor’s degree in Business Administration or related field required.
• Two years of retail/sales experience required; experience in financial services desirable.
• Equivalent combination of education and experience acceptable.
• Excellent consulting, sales, and interpersonal skills.
• Fully bilingual in English and Spanish (verbal and written).
• Strong analytical, proactive problem solving, organized, detail oriented, and able to multitask.
• Assertive in oral and written communications with stakeholders.
• Proficiency in MS Office and other business applications.

Responsibilities

• Deliver proactive and dynamic customer service with a positive attitude.
• Receive visitors, provide information, and direct to staff as needed.
• Respond to inquiries; provide solutions and own issues to ensure satisfaction.
• Listen to client needs and match to bank products for upsell or referrals.
• Generate new accounts, loans and products to meet branch profitability goals.
• Cross-sell bank products and services.
• Process transactions in system in accordance with policies and regulations.
• Ensure compliance with bank policies and regulations.
• Perform other duties as assigned.

Skills

Consulting skills

Sales skills

Interpersonal skills

Bilingual English/Spanish

MS Office

Analytical

Multitasking

Problem solving

Education

Bachelor’s degree in Business Administration or related field

Tools

MS Office

Job description

The Associate, Sales & Services (Branches), provides an excellent customer service experience while identifying client financial needs in order to present alternatives. Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests targeted to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new and existing customers. Position works on-site based in Ponce PR.

MAJOR DUTIES & RESPONSIBILITIES:

• Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
• Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
• Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
• Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in new products and/or referrals to strengthen the relationship.
• Generates new accounts, loans and other products as defined and instructed to assist in meeting customers’ needs and branch profitability goals.
• Cross sells bank products and services.
• Receives customers’ transactions and process in system, complying with bank instructions, policies, and regulations.
• Ensure compliance with the bank policy and regulations in every account or transaction performed.
• Other duties may be assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business Administration or related fields required.
• Two (2) years of retail/sales experience required. Experience in financial services or related work highly desirable.
• 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.
• Excellent consulting, sales, and interpersonal skills.
• Fully bilingual - English and Spanish (verbal and written) required.
• Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards.
• Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
• Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
• Availability and flexibility to adhere to branch schedule and operations.

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)

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