Client-Focused Banking Sales Associate

Oriental Bank; United States; On-site; USD 35,000 - 45,000; Full time

Job summary

Oriental Bank is seeking an Associate, Sales & Services (At-Large) for branches, based on-site in Carolina, PR. The role focuses on delivering exceptional customer service while identifying client financial needs and presenting loan, account, investment, mortgage, and commercial solutions.

Candidates will develop new business relationships and expand existing ones through proactive cross-selling. The ideal candidate holds a Bachelor's in Business Administration and has at least two years of

Qualifications

• Bachelor's degree in Business Administration or related field.
• Two years of retail/sales experience required.
• Experience in financial services desirable.
• Fully bilingual English and Spanish is highly desirable.
• Strong analytical, problem solving and multitasking abilities.

Responsibilities

• Deliver proactive customer service and cross-sell bank products.
• Assist visitors and direct to appropriate staff.
• Respond to inquiries about products and services.
• Provide solutions on accounts disputes and service activities.
• Cross-sell products and services to meet branch profitability goals.
• Process transactions while complying with policies and regulations.

Skills

Customer service

Sales skills

Bilingual English/Spanish

Analytical thinking

MS Office

Education

Bachelor's degree in Business Administration

Tools

MS Office (Word, Excel, Outlook)

Job description

Oriental Bank is seeking an Associate, Sales & Services (At-Large) for branches, based on-site in Carolina, PR. The role focuses on delivering exceptional customer service while identifying client financial needs and presenting loan, account, investment, mortgage, and commercial solutions.

Candidates will develop new business relationships and expand existing ones through proactive cross-selling. The ideal candidate holds a Bachelor's in Business Administration and has at least two years of