Banking Sales & Service Specialist

First Bank; Arecibo (PR); On-site; USD 32,000 - 52,000; Full time

Job summary

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver personalized customer service in our Puerto Rico operations. You will identify prospects, refer and cross-sell financial solutions, and help maintain accurate account records while supporting branch initiatives.

The role emphasizes relationship-building, regulatory compliance, and a customer-first approach aligned with the bank’s service culture.

Qualifications

• One to two years of experience in customer orientation and knowledge of banking products and services.
• A minimum of 24 credits toward an associate or bachelor’s degree, or coursework related to banking, is required.
• Bachelor’s degree in business administration or related field, is preferred.
• Knowledge of banking laws and regulations such as: Know Your Customer, Bank Secrecy Act.
• Excellent communication skills.
• Fully bilingual, preferable.
• Sales, Customer Service and Presentation skills are a must.
• Available to work holiday days, weekends, and flexible schedule.

Responsibilities

• Promotes, refers and sells bank products and services to potential and existing customers, meeting business goals and objectives.
• Identifies and prospects potential customers within the market pace and bank, through internal cross-sell activities or marketplace visits and activities.
• Establishes and develops products and service relationships with customer addressing their financial needs.
• Identifies new relations opportunities, develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and external sales activities in order to achieve goals.
• Contributes to the Branch growth by applying the Sales Culture and OSS Program, achieving goals, working plans and following administrative procedures.
• Complies with the branch Sales Culture, goals, working plans and administrative procedures.
• Performs greeter duties when needed.
• Assists branch and Retail & Business Banking in special projects and assignments.

Skills

Planning and organization

Problem Solving

Communication and interpersonal

Initiative

Effort and engagement

Teamwork

Analytical thinking

Customer Service

Sales oriented

Education

Bachelor’s degree in business administration or related field

24 credits toward an associate or bachelor’s degree or banking coursework

Tools

MS Office

Job description

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver personalized customer service in our Puerto Rico operations. You will identify prospects, refer and cross-sell financial solutions, and help maintain accurate account records while supporting branch initiatives.

The role emphasizes relationship-building, regulatory compliance, and a customer-first approach aligned with the bank’s service culture.