Bilingual Direct Sales Rep – Banking Solutions

Oriental Bank; San Juan (PR); On-site; USD 38,000 - 52,000; Full time

Job summary

Oriental Bank is seeking a Direct Sales Representative in San Juan, Puerto Rico. The role promotes and sells OFG banking products through phone and digital channels, handling inbound/outbound calls and cross-selling opportunities while ensuring compliance.

Requirements include an Associate's degree and at least 1 year in a call center or sales environment, with bilingual Spanish/English communication. The position emphasizes customer service and professional reporting within a fast-paced team.

Qualifications

• Associate's Degree required in marketing, management, banking, business administration, or related field.
• Minimum 1 year in a call center or sales environment.
• Bilingual in Spanish and English (Intermediate/Advanced).
• Strong communication and multitasking abilities; banking knowledge preferred.

Responsibilities

• Promote and sell banking products via phone and digital channels.
• Conduct inbound/outbound sales calls and manage opportunities.
• Maintain compliance and high-quality customer service during interactions.
• Support cross-selling and profiling initiatives during customer interactions.
• Update customer data in the Bank's core systems and prepare reports for Sales Manager.
• Assist retention initiatives and contribute to business development activities.

Skills

Customer sales

Cross-selling

CRM systems

Call management

Teamwork

Verbal and written comms

Customer service

Multitasking

Banking product knowledge

MS Excel & PowerPoint

Attention to detail

Solution finding

Education

Associate's Degree in Marketing, Management, Banking, Business Administration, or related field

Tools

CRM systems

Call management systems

Microsoft Excel

PowerPoint

Job description

Oriental Bank is seeking a Direct Sales Representative in San Juan, Puerto Rico. The role promotes and sells OFG banking products through phone and digital channels, handling inbound/outbound calls and cross-selling opportunities while ensuring compliance.

Requirements include an Associate's degree and at least 1 year in a call center or sales environment, with bilingual Spanish/English communication. The position emphasizes customer service and professional reporting within a fast-paced team.