Bilingual Banking Sales & Service Associate (San Juan)

Oriental Bank; San Juan (PR); On-site; USD 28,000 - 42,000; Full time

Job summary

Oriental Bank seeks an Associate, Sales & Services (At-Large) for on-site work at our San Juan, PR branches. You will deliver proactive customer service, identify needs, and cross-sell bank products including loans and accounts.

The role requires a Bachelor’s degree in Business Administration and at least two years in retail or sales, with strong English and Spanish communication. You’ll build relationships to support branch profitability while complying with policies.

Qualifications

• Bachelor’s degree in Business Administration or related field required.
• Two years of retail/sales experience required.
• Experience in financial services or related work highly desirable.
• Fully bilingual - English and Spanish (verbal and written) highly desirable.
• Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
• Availability and flexibility to adhere to branch schedule and operations.

Responsibilities

• Deliver proactive and dynamic customer service.
• Demonstrates a positive and helpful attitude toward customers (internal and external).
• Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
• Responds to customer inquiries and requests regarding our products and services.
• Provide solutions on accounts disputes and other service activities.
• Take ownership of every customer issue to solve it and ensure customer satisfaction.
• Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in new products and/or referrals to strengthen the relationship.
• Generates new accounts, loans and other products as defined and instructed to assist in meeting customers’ needs and branch profitability goals.
• Cross sells bank products and services.
• Receives customers’ transactions and process in system, complying with bank instructions, policies, and regulations.
• Ensure compliance with the bank policy and regulations in every account or transaction performed.
• Other duties may be assigned.

Skills

Customer service

Sales experience

Bilingual English/Spanish

Interpersonal skills

Education

Bachelor’s degree in Business Administration

Tools

MS Office

Job description

Oriental Bank seeks an Associate, Sales & Services (At-Large) for on-site work at our San Juan, PR branches. You will deliver proactive customer service, identify needs, and cross-sell bank products including loans and accounts.

The role requires a Bachelor’s degree in Business Administration and at least two years in retail or sales, with strong English and Spanish communication. You’ll build relationships to support branch profitability while complying with policies.