Branch Sales & Services Associate - Customer Solutions

Oriental Bank; Ponce (PR); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Oriental Bank in Ponce, PR seeks an Associate, Sales & Services (Branches) to deliver proactive customer service and identify client financial needs. The role focuses on cross-selling loans, accounts, investments, mortgages and more, while building lasting relationships with clients on-site in Ponce.

The candidate will handle inquiries, provide solutions, and ensure branch profitability while complying with bank regulations.

Qualifications

• Bachelor's degree in Business Administration or related field.
• Two years of retail/sales experience.
• Experience in financial services desirable.
• Fully bilingual in English and Spanish (verbal and written).
• Excellent consulting, sales, and interpersonal skills.
• Proficiency in MS Office and other business applications.

Responsibilities

• Deliver proactive and dynamic customer service.
• Receives bank visitors, provides information, and directs them to staff.
• Responds to customer inquiries regarding products and services.
• Cross-sells bank products and services.
• Generates new accounts, loans and other products to meet customer needs and branch profitability goals.
• Ensure compliance with bank policies and regulations in every transaction.

Skills

Sales experience

Interpersonal skills

Analytical ability

Bilingual English/Spanish

Education

Bachelor's degree in Business Administration

Tools

MS Office (Word, Excel, Outlook)

Job description

Oriental Bank in Ponce, PR seeks an Associate, Sales & Services (Branches) to deliver proactive customer service and identify client financial needs. The role focuses on cross-selling loans, accounts, investments, mortgages and more, while building lasting relationships with clients on-site in Ponce.

The candidate will handle inquiries, provide solutions, and ensure branch profitability while complying with bank regulations.