Associate, Sales & Services

Oriental; Trujillo Alto (PR); On-site; USD 38,000 - 52,000; Full time

Job summary

Oriental in Trujillo Alto (PR) seeks an Associate, Sales & Services at the Branch to deliver excellent customer service and identify client financial needs. The role focuses on presenting alternatives and cross-selling bank products, while building and expanding relationships with customers.

The position requires a Bachelor’s degree in Business Administration or related fields and at least 2 years of retail/sales experience, with bilingual English/Spanish being highly desirable.

Qualifications

• Bachelor’s degree in Business Administration or related fields required.
• Two years of retail/sales experience required; financial services desirable.
• Fully bilingual English and Spanish (verbal and written) highly desirable.
• Strong analytical, problem solving, organization, and multitasking abilities.
• Excellent consulting, sales, and interpersonal skills.

Responsibilities

• Deliver proactive and dynamic customer service.
• 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.

Skills

Consulting skills

Sales skills

Interpersonal skills

Bilingual English/Spanish

Analytical thinking

Problem solving

Organized

Detail oriented

Multitasking

Assertiveness

Education

Bachelor’s degree in Business Administration or related fields

2 years of retail/sales experience

Tools

MS Office (Word, Excel, Outlook)

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 Trujillo Alto Branch.

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) highly desirable.
• 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 application

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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