Branch Sales & Services Specialist

Oriental; San Juan (PR); On-site; USD 36,000 - 48,000; Full time

Job summary

Oriental in San Juan, PR seeks the Associate, Sales & Services (At-Large) to deliver proactive customer service and identify client financial needs. The role is on-site in San Juan and focuses on cross-selling bank products while expanding relationships with new and existing customers.

The ideal candidate has a Bachelor's in Business Admin or related field, 2 years of retail/sales experience, and is fluent in English and Spanish.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• Two years of retail/sales experience required; financial services desirable.
• Fully bilingual in English and Spanish (verbal and written) highly desirable.
• Excellent consulting, sales, and interpersonal skills.
• 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.
• Receives bank visitors and directs them to staff as necessary.
• Responds to inquiries and requests; provides solutions and ownership of issues to ensure satisfaction.
• Matches customer needs with bank products and services for cross-sell and referrals.
• Generates new accounts, loans and other products to meet needs and profitability goals.
• Cross-sells bank products and services.
• Processes transactions in system per policies and regulations.
• Ensures compliance with bank policies and regulations.

Skills

Retail/sales experience

Bilingual English/Spanish

Excellent interpersonal skills

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office (Word, Excel, Outlook)

Job description

Oriental in San Juan, PR seeks the Associate, Sales & Services (At-Large) to deliver proactive customer service and identify client financial needs. The role is on-site in San Juan and focuses on cross-selling bank products while expanding relationships with new and existing customers.

The ideal candidate has a Bachelor's in Business Admin or related field, 2 years of retail/sales experience, and is fluent in English and Spanish.