Bank Consultant

Popular, Inc.; Virgin (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Popular is seeking a Bank Consultant in Virgin Gorda to sell deposit accounts, credit products, and related services by understanding client needs and delivering superior service.

The role emphasizes cross-selling within the branch, adherence to banking regulations, including BSA/AML, and accurate processing of transactions. Ideal candidates have a bachelor's degree in accounting or finance and at least three years of sales experience, with strong communication and teamwork skills.

Qualifications

• Three years sales experience.
• Strong customer service and communication skills.
• Ability to identify customer needs and recommend appropriate banking products.
• Proficient with banking systems and computer software.

Responsibilities

• Sells credit and deposit products by analyzing and determining client needs.
• Provide exceptional customer service when opening accounts and resolving banking problems.
• Follow procedures and comply with banking regulations including BSA/AML.

Skills

Sales experience

Customer service

Communication

Interpersonal skills

Product recommendations

Proficient computer skills

Education

Bachelor's Degree in Accounting or Finance

Job description

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Location: Virgin Gorda, VG

Company: Popular

Workplace Type: On-site

Bank Consultant

Job Type

Sell credit and deposits products by analyzing and determining client’s needs within the quality service established for branches.

Essential Duties and Responsibilities

Sells products assigned per month, such as: deposit accounts, credit cards, personal loans, protection plans, credit lines, certificate of deposit, IRA, commercial account and services. Promote cross-selling and products on campaign. Participate in special promotion activities. Provide exceptional customer service when opening accounts, providing customers with information, and resolving banking problems for customers. Follow standard operating procedures and comply with Quality Service Standards. Complete transactions/documents according to all banking regulations, including BSA/AML, and other Corporate guidelines or procedures.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

Bachelor's Degree in Accounting or Finance

Experience

Three years sales experience.

Certifications / Licenses

Insurance Licenses (if employee sells insurance products)

Other Qualifications

• Previous banking, customer service, financial services, or sales experience preferred.
• Strong customer service, communication, and interpersonal skills.
• Sales-oriented with the ability to identify customer needs and recommend appropriate products and services.
• Strong attention to detail and ability to accurately process financial transactions.
• Ability to work in a fast-paced, customer-facing environment.
• Proficient computer skills and ability to learn banking systems.
• Must be authorized to work in the British Virgin Islands and its territories.

Region Locations

Virgin Gorda, British Virgin Islands (BVI)

Work Schedule

Monday through Friday 8:00 a.m. - 5:00 p.m.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail] . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

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