Associate, Sales & Services

Oriental; Guaynabo (PR); On-site; USD 30,000 - 40,000; Full time

Job summary

Oriental in Guaynabo PR seeks an Associate, Sales & Services to provide exceptional customer service while identifying financial needs and presenting alternatives across investments, mortgages, and banking products.

The role emphasizes developing new business relationships and expanding existing ones, with on-site work in Guaynabo and a requirement for fluent English and Spanish communication. A Bachelor's degree and banking experience are preferred.

Qualifications

• Bachelor’s degree in Business Administration or related fields required.
• Two (2) years of experience in a financial services company or related work highly desirable.
• Excellent consulting, sales, and interpersonal skills.
• Outstanding communication skills both in English and Spanish (written and verbal) required.

Responsibilities

• Deliver proactive and dynamic customer service and maintain a positive attitude toward customers.
• Receive bank visitors, provide information, and direct them to appropriate staff.
• Respond to inquiries and requests regarding products and services; resolve accounts disputes and other service activities.
• Listen to customer needs and match them to bank products and services to generate new products or referrals.
• Cross-sell bank products and services to strengthen relationships and branch profitability.
• Process customer transactions in the system in accordance with bank policies and regulations and ensure compliance.

Skills

Customer service

Sales skills

Bilingual English/Spanish

Interpersonal skills

Communication

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office

CRM software

Job description

The Associate, Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find well integrated and alternative solutions while cross‑selling investment, mortgage, commercial, auto among others. Assists clients with questions related to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new financial services. Position works on‑site based in Guaynabo 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.
• Listen 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 experience in a financial services company 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.
• Outstanding communication skills both in English and Spanish (written and verbal) required.
• Proficient in MS Office required.
• Knowledge of the Banking Industry products, services, processes, and regulations preferred.
• 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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