Associate, Sales & Services

Oriental Bank; Trujillo Alto (PR); On-site; USD 42,000 - 58,000; Full time

Job summary

Oriental Bank is seeking an Associate, Sales & Services (Branches) in Trujillo Alto to deliver proactive customer service and identify client financial needs. The role focuses on cross-selling loans, accounts, investments, mortgages, and other products while developing new business relationships and retaining current customers.

The ideal candidate will hold a Bachelor's in Business Administration or related field, have 2 years of retail/sales experience, be fully bilingual in English and

Qualifications

• Bachelor’s degree in Business Administration or related field.
• Two (2) years of retail/sales experience required.
• Fully bilingual - English and Spanish (verbal and written) highly desirable.
• Excellent consulting, sales, and interpersonal skills.
• Proficiency in MS Office (Word, Excel, Outlook).

Responsibilities

• Deliver proactive and dynamic customer service.
• Respond to customer inquiries and requests regarding products and services.
• Cross-sell bank products and services to meet customer needs.
• Generate new accounts, loans and other products as defined to assist branch goals.
• Receives bank visitors, provides information, and directs them to staff as necessary.
• Take ownership of customer issues to ensure satisfaction.
• Process transactions in system and ensure compliance with bank policies.
• Support development of new business relationships and retain existing ones.

Skills

Bilingual English/Spanish

Customer service

Sales consulting

Interpersonal skills

Education

Bachelor’s degree in Business Administration or related field

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) Recruitment Privacy Statement Compliance Posters

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.

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

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