Financial Services Solutions & Sales Associate

Oriental; Guaynabo (PR); On-site; USD 30,000 - 40,000; Full time

Job summary

Oriental in Guaynabo PR seeks an Associate, Sales & Services to provide exceptional customer service while identifying financial needs and presenting alternatives across investments, mortgages, and banking products.

The role emphasizes developing new business relationships and expanding existing ones, with on-site work in Guaynabo and a requirement for fluent English and Spanish communication. A Bachelor's degree and banking experience are preferred.

Qualifications

• Bachelor’s degree in Business Administration or related fields required.
• Two (2) years of experience in a financial services company or related work highly desirable.
• Excellent consulting, sales, and interpersonal skills.
• Outstanding communication skills both in English and Spanish (written and verbal) required.

Responsibilities

• Deliver proactive and dynamic customer service and maintain a positive attitude toward customers.
• Receive bank visitors, provide information, and direct them to appropriate staff.
• Respond to inquiries and requests regarding products and services; resolve accounts disputes and other service activities.
• Listen to customer needs and match them to bank products and services to generate new products or referrals.
• Cross-sell bank products and services to strengthen relationships and branch profitability.
• Process customer transactions in the system in accordance with bank policies and regulations and ensure compliance.

Skills

Customer service

Sales skills

Bilingual English/Spanish

Interpersonal skills

Communication

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office

CRM software

Job description

Oriental in Guaynabo PR seeks an Associate, Sales & Services to provide exceptional customer service while identifying financial needs and presenting alternatives across investments, mortgages, and banking products.

The role emphasizes developing new business relationships and expanding existing ones, with on-site work in Guaynabo and a requirement for fluent English and Spanish communication. A Bachelor's degree and banking experience are preferred.