Banking Sales & Service Specialist | Flexible Schedule

FirstBank Florida

Guaynabo (PR)

On-site

USD 21,000 - 25,000

Full time

5 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver personalized customer service in Puerto Rico. You will greet customers, process service requests, open or update accounts, and refer solutions that meet their financial needs while maintaining compliance with BSA/AML and OFAC requirements.

The role requires 1–2 years in customer-facing roles, bilingual English/Spanish, and solid MS Office skills.

Qualifications

1–2 years of customer-oriented experience in banking or related field.
Minimum 24 credits toward associate or bachelor’s degree; coursework in banking.
Bachelor’s degree in business administration or related field preferred.
Knowledge of banking laws and regulations such as Know Your Customer and Bank Secrety Act.
MS Office proficiency and good communication skills.

Responsibilities

Promote, refer and sell bank products and services to customers.
Establish and develop relationships to address customers’ financial needs.
Identify new relationship opportunities and participate in internal/external sales activities.
Maintain files for new accounts and process service requests according to procedures.
Assist Branch Sales Manager with administrative tasks and greet customers as needed.