Banking Sales & Service Specialist

FirstBank Florida; Carolina (PR); On-site; USD 36,000 - 54,000; Full time

Job summary

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver exceptional customer service. The role focuses on identifying prospects, cross-selling, and building lasting relationships with customers at the branch level.

You will be responsible for maintaining accurate account information, following procedures, and supporting branch sales initiatives while complying with banking regulations and security policies.

Qualifications

• Two years in customer service or banking products.
• Ability to meet sales goals and cross-sell.
• Fully bilingual preferred.
• Solid knowledge of KYC and Bank Secrecy Act.
• Proficient with MS Office.
• Willing to work holidays and weekends.
• Strong communication and presentation skills.

Responsibilities

• Promotes and sells bank products to customers.
• Identifies prospects within the market and cross-sell.
• Gathers accurate customer information and completes files.
• Supports branch growth with sales activities.
• Ensures compliance with BSA, AML, OFAC.
• Performs greeter duties when needed.
• Assists with administrative tasks.

Skills

Customer orientation

Banking products

Excellent communication

Bilingual

Sales skills

Presentation skills

MS Office

Banking regulations

Interpersonal skills

Education

Bachelor's degree in business administration or related field

Minimum 24 credits toward associate or bachelor’s degree

Tools

MS Office

Job description

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver exceptional customer service. The role focuses on identifying prospects, cross-selling, and building lasting relationships with customers at the branch level.

You will be responsible for maintaining accurate account information, following procedures, and supporting branch sales initiatives while complying with banking regulations and security policies.