On-Site Bank Consultant: Deposits & Loans Expert

Popular, Inc.; Virgin (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Popular is seeking a Bank Consultant in Virgin Gorda to sell deposit accounts, credit products, and related services by understanding client needs and delivering superior service.

The role emphasizes cross-selling within the branch, adherence to banking regulations, including BSA/AML, and accurate processing of transactions. Ideal candidates have a bachelor's degree in accounting or finance and at least three years of sales experience, with strong communication and teamwork skills.

Qualifications

• Three years sales experience.
• Strong customer service and communication skills.
• Ability to identify customer needs and recommend appropriate banking products.
• Proficient with banking systems and computer software.

Responsibilities

• Sells credit and deposit products by analyzing and determining client needs.
• Provide exceptional customer service when opening accounts and resolving banking problems.
• Follow procedures and comply with banking regulations including BSA/AML.

Skills

Sales experience

Customer service

Communication

Interpersonal skills

Product recommendations

Proficient computer skills

Education

Bachelor's Degree in Accounting or Finance

Job description

Popular is seeking a Bank Consultant in Virgin Gorda to sell deposit accounts, credit products, and related services by understanding client needs and delivering superior service.

The role emphasizes cross-selling within the branch, adherence to banking regulations, including BSA/AML, and accurate processing of transactions. Ideal candidates have a bachelor's degree in accounting or finance and at least three years of sales experience, with strong communication and teamwork skills.