Retail Banking Sales Associate - Monday to Friday

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retail Banking Sales Associate - Monday to Friday

TPIS-RECURSOS HUMANOS FULL TIME San Juan, PR, PR

2 days ago Requisition ID: 2303

Salary Range: $14.00 To $15.00 Annually

Industry: Banking
Location: San Juan, Puerto Rico
Work arrangement: Hybrid
Schedule: Monday–Friday, regular office hours
Compensation:$14.00–$15.00 per hour, plus quarterly incentives

POSITION SUMMARY

The Retail Banking Sales Associate is responsible for selling and cross-selling banking products to new and existing customers through outbound telephone calls. This role introduces consumer and business banking solutions, identifies customer needs, and supports sales goals while delivering a positive customer experience.

MAIN DUTIES & 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.

MINIMUM REQUIREMENTS

• 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.
• An equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities may be considered.
• 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.
• Availability to work Monday through Friday during regular office hours under a hybrid arrangement.

WORK AUTHORIZATION & ELIGIBILITY

Candidates must be legally authorized to work in the United States and maintain valid work authorization throughout the assignment.

TPIS is an Equal Opportunity Employer (EEO Employer / Aff... We comply with all Federal, State and Local laws regarding nondiscrimination.