Branch Sales & Services Pro

Oriental; Humacao (PR); On-site; USD 32,000 - 52,000; Full time

Job summary

Oriental in Carolina, PR seeks an Associate, Sales & Services (At-Large) to deliver outstanding customer service while identifying client financial needs and presenting suitable alternatives. The role focuses on cross-selling loans, accounts, investments, mortgages, and other banking products, helping to grow branch relationships on-site.

The position requires a Bachelor's in Business Administration and at least two years in retail or sales; bilingual English/Spanish is highly desirable.

Qualifications

• Bachelor's degree in Business Administration or related field.
• Minimum 2 years of retail/sales experience; financial services experience desirable.
• Fully bilingual English and Spanish preferred.
• Excellent consulting, sales, and interpersonal skills.
• Proven ability to analyze and multitask in a fast-paced environment.
• Proficiency in MS Office and standard business apps.

Responsibilities

• Deliver proactive customer service and identify client financial needs.
• Cross-sell bank products and services to meet branch profitability goals.
• Assist visitors and direct them to appropriate staff.
• Respond to inquiries and resolve issues to ensure customer satisfaction.
• Generate new accounts and referrals by understanding customer needs.

Skills

Customer service

Sales

Cross-selling

Communication

Bilingual English/Spanish

Education

Bachelor's degree in Business Administration

Tools

MS Office

Job description

Oriental in Carolina, PR seeks an Associate, Sales & Services (At-Large) to deliver outstanding customer service while identifying client financial needs and presenting suitable alternatives. The role focuses on cross-selling loans, accounts, investments, mortgages, and other banking products, helping to grow branch relationships on-site.

The position requires a Bachelor's in Business Administration and at least two years in retail or sales; bilingual English/Spanish is highly desirable.