Financial Solutions Advisor — San Juan Region

Popular; Puerto Rico; On-site; USD 36,000 - 60,000; Full time

Job summary

Popular is seeking a Bank Consultant for the San Juan region. The role focuses on selling bank products and analyzing customer needs to offer suitable services. You will support customers, participate in branch campaigns, and ensure compliance with banking regulations.

Required: 3+ years in sales/customer service, 60 credits or equivalent, English fundamentals with advanced Spanish, and strong teamwork and multitasking abilities. On-site in San Juan, with a full-time schedule.

Qualifications

• 60 Bachelor's degree credits approved from a University or accredited institution or equivalent combination of education and experience
• At least three (3) years of sales and customer service related experience
• Make calls to clients to promote campaigns/offers set by Popular
• Basic written and verbal communication skills in English and advanced in Spanish
• Focused on achieving results through collaboration and teamwork
• Ability to adapt to changes
• Computer skills including knowledge of Windows Microsoft Office applications
• Identify cross-sell opportunities
• Ability to set priorities, simultaneously handle multiple tasks and meet established deadlines
• Skills to persuade and negotiate
• Master objection handling sales skills

Responsibilities

• Meet the sales and services goal for the period.
• Identify and analyze customer needs to identify what products or services we could offer/sell.
• Know our products and services to support and assist our customers in their needs or claims.
• Participate in campaigns and special promotional activities in branches and other locations.
• Follow standard operating procedures and comply with quality service standards.
• Support in other roles, as needed in the branch.
• Complete transactions/documents according to all banking regulations, including BSA/AML, and other corporate guidelines or procedures.

Skills

Cold calling

Bilingual English/Spanish

Teamwork

Adaptability

Cross-sell

Prioritization

Persuasion

Objection handling

Education

Bachelor credits

Tools

Microsoft Office

Job description

Popular is seeking a Bank Consultant for the San Juan region. The role focuses on selling bank products and analyzing customer needs to offer suitable services. You will support customers, participate in branch campaigns, and ensure compliance with banking regulations.

Required: 3+ years in sales/customer service, 60 credits or equivalent, English fundamentals with advanced Spanish, and strong teamwork and multitasking abilities. On-site in San Juan, with a full-time schedule.