Associate, Sales & Services (At-Large)

Oriental Bank; United States; On-site; USD 35,000 - 45,000; Full time

Job summary

Oriental Bank is seeking an Associate, Sales & Services (At-Large) for branches, based on-site in Carolina, PR. The role focuses on delivering exceptional customer service while identifying client financial needs and presenting loan, account, investment, mortgage, and commercial solutions.

Candidates will develop new business relationships and expand existing ones through proactive cross-selling. The ideal candidate holds a Bachelor's in Business Administration and has at least two years of

Qualifications

• Bachelor's degree in Business Administration or related field.
• Two years of retail/sales experience required.
• Experience in financial services desirable.
• Fully bilingual English and Spanish is highly desirable.
• Strong analytical, problem solving and multitasking abilities.

Responsibilities

• Deliver proactive customer service and cross-sell bank products.
• Assist visitors and direct to appropriate staff.
• Respond to inquiries about products and services.
• Provide solutions on accounts disputes and service activities.
• Cross-sell products and services to meet branch profitability goals.
• Process transactions while complying with policies and regulations.

Skills

Customer service

Sales skills

Bilingual English/Spanish

Analytical thinking

MS Office

Education

Bachelor's degree in Business Administration

Tools

MS Office (Word, Excel, Outlook)

Job description

The Associate, Sales & Services (At-Large) (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 Carolina 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) 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 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) Recruitment Privacy Statement Compliance Posters