Direct Sales Representative

Oriental Bank; Puerto Rico; On-site; USD 36,000 - 54,000; Full time

Job summary

Oriental Bank seeks a Direct Sales Representative to promote OFG banking products to existing and prospective customers through phone and digital channels. You will support sales campaigns, cross-selling, and customer retention while ensuring compliance and delivering high-quality service.

Ideal candidates have a Banking-related degree and at least 1 year in a call center environment, with strong English and Spanish communication skills, and proficiency in Excel/PowerPoint.

Qualifications

• Associate's Degree in Marketing, Management, Banking, Business Administration, or a related field is required.
• Minimum of one year of relevant experience in a call center environment.
• Bilingual in Spanish and English.

Responsibilities

• Promote and sell OFG banking products through phone and digital media channels.
• Conduct inbound/outbound sales calls to prospective customers and manage inbound sales opportunities from current clients.
• Maintain customer satisfaction while ensuring compliance requirements.
• Promote product cross-selling opportunities and customer profiling activities during customer interactions.
• Prepare and submit reports requested by the Sales Manager in a timely manner and according to established quality standards.

Skills

Bilingual Spanish/English

Customer sales

Relationship management

Multi-tasking

Attention to detail

Education

Associate's Degree in Banking

Tools

CRM systems

Microsoft Excel

PowerPoint

Call management systems

Job description

The Direct Sales Representative is responsible for promoting and selling OFG banking and financial products and services to existing and prospective customers through phone and digital channels. This role supports sales campaigns, customer retention initiatives, cross‑selling efforts, and business development activities while ensuring compliance with established procedures and delivering high‑quality customer service.

Responsibilities

• Promote and sell OFG banking and financial products, services, campaigns, special projects, and marketing initiatives through phone and digital media channels.
• Conduct inbound/outbound sales calls to prospective customers and manage inbound sales opportunities from current clients.
• Ensure quality and professionalism in all inbound and outbound communications while maintaining customer satisfaction and compliance requirements.
• Promote product cross‑selling opportunities and customer profiling activities during customer interactions.
• Prepare and submit reports requested by the Sales Manager in a timely manner and according to established quality standards.
• Verify application performance and provide feedback regarding system access, downtime, usability, and performance issues.
• Update customer contact, demographic, and profile information within the Bank's core systems.
• Forward complex customer service requests to the appropriate support units for resolution.
• Report incidents related to access, security, system unavailability, database segmentations, procedures, or application experience.
• Explain and apply departmental standards, policies, procedures, and eligibility criteria when interviewing customers and collecting information.
• Assist in customer retention initiatives and maintain positive customer relationships.
• Perform other duties as assigned.

Qualifications

• Associate's Degree in Marketing, Management, Banking, Business Administration, or a related field is required.
• Minimum of one (1) year of relevant experience in a call center environment.
• Minimum education and experience requirements may be substituted with an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.
• Strong verbal and written communication skills in Spanish and English.
• Ability to effectively manage multiple tasks in a fast‑paced environment.
• Banking industry knowledge preferred.
• Proficiency in Microsoft Office applications, including Excel and PowerPoint.
• Strong customer service, sales, and relationship management skills.
• Languages: Bilingual (Spanish: and English: Intermediate/Advanced).
• Skills: Customer sales and business development.
• Skills: Customer retention strategies.
• Skills: Customer relationship management (CRM) systems.
• Skills: Call management systems.
• Skills: Teamwork and collaboration.
• Skills: Effective verbal and written communication.
• Skills: Customer service excellence.
• Skills: Multi‑tasking and time management.
• Skills: Banking products and services knowledge.
• Skills: Microsoft Excel and PowerPoint proficiency.
• Skills: Attention to detail and documentation accuracy.
• Skills: Ability to identify customer needs and recommend appropriate solutions.

Company Conformance

Employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Bank Secrecy Act

In the performance of their respective tasks and duties, employees will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security, bank policies and procedures.

Physical and Working Conditions

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case‑by‑case basis. While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote or onsite meetings and/or travel.

Other Duties

This job description in no way should be construed as a contract for employment. The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not a comprehensive inventory of all duties, responsibilities, and qualifications required for this job. Duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

WORK AUTHORIZATION & ELEGIBILITY

Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization. Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Equal Opportunity Employer

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities) Recruitment Privacy Statement Compliance Posters

Career Opportunity

This may be the opportunity to change your life and take your career to the next level. Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to: Compliance_Posters / Labor Laws Recruitment Privacy Policy Statement

Spanish Promotional Text

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel. Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables: Afiches de Cumplimiento/ Leyes Laborales Política de Privacidad de Reclutamiento