Associate, Sales & Services - At Large (Temporary)

Oriental Bank; San Juan (PR); On-site; USD 32,000 - 48,000; Full time

Job summary

Oriental Bank is seeking an Associate, Sales & Services - At Large (Temporary) to provide exceptional customer service while identifying client financial needs and presenting suitable alternatives. The role involves cross-selling loans, accounts, investments, mortgages, and other products across branch locations in the San Juan metro area, with on-site work in San Juan, PR.

The ideal candidate has a bachelor’s degree in business administration and two years of retail/sales experience, is fully

Qualifications

• Bachelor’s degree in Business Administration or related field required.
• Two years of retail/sales experience required.
• Fully bilingual - English and Spanish (verbal and written) required.

Responsibilities

• Deliver proactive and dynamic customer service to clients.
• Cross-sell bank products and identify opportunities for accounts, loans, and other services.
• Handle customer inquiries and provide solutions in line with bank policies and regulations.
• Maintain accurate records of transactions and contribute to branch profitability goals.

Skills

Bilingual English/Spanish

MS Office

Education

Bachelor’s degree in Business Administration

Tools

MS Office

Job description

The Associate, Sales & Services - At Large (Temporary), 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 rotates across multiple branch locations throughout the Metro Area, based on operational needs. Position works on-site based in San Juan, 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) Recruitment Privacy Statement Compliance Posters

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