Bank Consultant: Elevate Customer Banking in San Juan

Popular; Río Piedras (PR); On-site; USD 42,000 - 52,000; Full time

Job summary

Popular, Inc. is seeking a Bank Consultant in San Juan-Puerto Rico to analyze customer needs and offer appropriate banking products. The role focuses on achieving sales and service goals and supporting branch operations.

Responsibilities include identifying customer needs, promoting campaigns, following procedures, and ensuring compliance with banking regulations. Fluency in English and Spanish is valued; on-site work at branches is expected.

Qualifications

• 60 Bachelor’s degree credits approved from a University or accredited institution or equivalent combination of education and experience.
• At least three (3) years of sales and customer service related experience.

Responsibilities

• Meet the sales and services goal for the period.
• Identify and analyze customer needs to identify what products or services we could offer/sell.
• Know our products and services to support and assist our customers in their needs or claims.
• Participate in campaigns and special promotional activities in branches and other locations.
• Follow standard operating procedures and comply with quality service standards.
• Support in other roles, as needed in the branch.
• Complete transactions/documents according to all banking regulations, including BSA/AML, and other corporate guidelines or procedures.

Skills

Sales

Customer Service

Negotiation

Cross-sell

Communication

Education

60 Bachelor's credits

Tools

Windows

Microsoft Office

Job description

Popular, Inc. is seeking a Bank Consultant in San Juan-Puerto Rico to analyze customer needs and offer appropriate banking products. The role focuses on achieving sales and service goals and supporting branch operations.

Responsibilities include identifying customer needs, promoting campaigns, following procedures, and ensuring compliance with banking regulations. Fluency in English and Spanish is valued; on-site work at branches is expected.