Branch Sales & Services Associate — Client Solutions

Oriental Bank Plc.

San Juan (PR)

On-site

USD 40,000 - 55,000

Full time

14 days+

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Job summary

Oriental Bank Plc. is seeking an Associate for Sales & Services based in San Juan, Puerto Rico. This role focuses on delivering exceptional customer service, identifying client financial needs, and cross-selling bank products such as loans and accounts.

The ideal candidate will have a Bachelor’s degree and two years of retail or sales experience, with a strong preference for bilingual candidates fluent in English and Spanish. This position is crucial in enhancing customer relationships and branch profitability.

Qualifications

  • Bachelor’s degree in Business Administration or related fields required.
  • Two years of retail/sales experience required.
  • Fully bilingual - English and Spanish (verbal and written) highly desirable.

Responsibilities

  • Deliver proactive and dynamic customer service.
  • Match customer needs to the bank’s products and services.
  • Generate new accounts and cross-sell bank products.

Skills

Customer service experience
Cross-selling bank products
Bilingual English and Spanish
Consulting and interpersonal skills

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office (Word, Excel, Outlook)

Job description

Oriental Bank Plc. is seeking an Associate for Sales & Services based in San Juan, Puerto Rico. This role focuses on delivering exceptional customer service, identifying client financial needs, and cross-selling bank products such as loans and accounts.

The ideal candidate will have a Bachelor’s degree and two years of retail or sales experience, with a strong preference for bilingual candidates fluent in English and Spanish. This position is crucial in enhancing customer relationships and branch profitability.

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