Relationship-Driven Banking Associate (Temporary)

Oriental; San Juan (PR); On-site; USD 32,000 - 45,000; Part time

Job summary

Oriental is seeking an Associate, Sales & Services - At Large (Temporary) based in San Juan, PR. The role centers on delivering proactive customer service while identifying client financial needs and presenting alternatives, including loans, accounts, investments, mortgage and more.

You will develop new business relationships, cross-sell bank products, assist clients with inquiries, process transactions, and ensure compliance with bank policies.

Qualifications

• Bachelor's degree in Business Administration or related field required.
• Two years of retail/sales experience required.
• Experience in financial services desirable.
• Fully bilingual - English and Spanish (written and spoken) required.
• Excellent consulting, sales and interpersonal skills.
• Proficient in MS Office and other business applications.

Responsibilities

• Deliver proactive and dynamic customer service.
• Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
• Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
• Listens to the customer's needs and matches those needs to the bank's products and services resulting in new products and/or referrals to strengthen the relationship.
• Generates new accounts, loans and other products as defined and instructed to assist in meeting customers' needs and branch profitability goals.
• Cross sells bank products and services.
• Receives customers' transactions and process in system, complying with bank instructions, policies, and regulations.
• Ensure compliance with the bank policy and regulations in every account or transaction performed.
• Other duties may be assigned.

Skills

Customer service

Sales

Cross-selling

Bilingual English/Spanish

Problem solving

Communication

Education

Bachelor's degree in Business Administration

Tools

MS Office

Job description

Oriental is seeking an Associate, Sales & Services - At Large (Temporary) based in San Juan, PR. The role centers on delivering proactive customer service while identifying client financial needs and presenting alternatives, including loans, accounts, investments, mortgage and more.

You will develop new business relationships, cross-sell bank products, assist clients with inquiries, process transactions, and ensure compliance with bank policies.