Sales and Service Associate

Popular; New York (NY); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Sales and Service Associate to join their dynamic team in New York. In this role, you will be at the forefront of customer engagement, responsible for both sales and service in a branch environment. Your mission will be to understand clients' financial needs and provide tailored banking solutions, ensuring a best-in-class customer experience. This position offers the opportunity to build strong relationships with clients while contributing to the growth and profitability of the bank. If you are passionate about delivering exceptional service and have a knack for sales, this is the perfect opportunity for you to thrive in a rewarding environment.

Qualifications

• Strong customer service skills to ensure client satisfaction.
• Ability to conduct sales activities and build relationships.

Responsibilities

• Sell bank products and services to meet customer needs.
• Educate clients on digital banking options and self-service capabilities.

Skills

Customer Service

Sales Techniques

Relationship Building

Communication Skills

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Digital Banking Tools

CRM Software

Job description

Location: Bronx, NY, US, 10458

Company: Popular

Workplace Type: On-site

Sales and Service Associate

The Sales and Service Associate is responsible to perform a dual role in a branch, as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction.

The Sales and Service Associate is responsible for the accurate processing of customer transactions while providing courteous, timely, and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored solutions through a best-in-class customer experience.

In this position, you will:

• Work with branch manager and supervisor to attain or exceed individual goals.
• Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities and provide the products/services that are most appropriate for their situation.
• Conduct sales activities to gather data and to drive business to the branch, including in-person or phone interviews with clients and prospective clients, community involvement, etc.
• Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results.
• Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.).
• Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features.
• Stay abreast of changes to banking environment, bank competition, and customer's business environment.

Operations

• Be responsible to act in accordance of all bank policies and