Hybrid Banking Sales Pro: Outbound & Cross-Sell

TPIS; San Juan (PR); Hybrid; USD 19,000 - 21,000; Full time

Job summary

TPIS is seeking a Retail Banking Sales Associate in San Juan, PR. The role targets outbound calls to sell banking products and cross-sell solutions, supporting sales goals, and delivering a positive customer experience.

The position requires an associate degree or technical certificate, 1+ year in sales or customer service, and fluent English/Spanish. Hybrid work arrangement with regular office hours and potential quarterly incentives are offered.

Qualifications

• Associate degree or technical certificate in Office Administration, Business Administration, or a related field.
• At least one (1) year of experience in sales, telemarketing, or customer service.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Excellent customer service and interpersonal skills.
• Ability to collaborate effectively with colleagues, customers, and diverse teams.
• Strong verbal and written communication skills in English and Spanish, with the ability to communicate clearly, concisely, and effectively.

Responsibilities

• Promote and sell business banking products and services by telephone.
• Meet individual sales goals and departmental performance objectives.
• Respond to referred calls from existing and prospective customers with the intent to close sales, following applicable Telemarketing Sales Rule (TSR) requirements.
• Make outbound calls using designated contact lists to develop new customer relationships and identify opportunities for accounts, deposits, and loans.
• Accurately complete and process documentation for closed sales.
• Conduct customer satisfaction surveys with new customers.
• Maintain current knowledge of banking products, policies, and procedures.
• Comply with applicable telemarketing regulations and departmental service quality standards.
• Coordinate and follow up on referrals to specialized banking departments, including trust services, major loans, loan production, and commercial lending.
• Support relationship banking through cross-selling and referrals to appropriate departments.
• Perform other related duties as assigned.

Skills

Sales

Customer service

Bilingual English/Spanish

MS Office

Telemarketing

Communication

Education

Associate degree or technical certificate in Office Administration or related field

Tools

Microsoft Office

Job description

TPIS is seeking a Retail Banking Sales Associate in San Juan, PR. The role targets outbound calls to sell banking products and cross-sell solutions, supporting sales goals, and delivering a positive customer experience.

The position requires an associate degree or technical certificate, 1+ year in sales or customer service, and fluent English/Spanish. Hybrid work arrangement with regular office hours and potential quarterly incentives are offered.