SALES AND SERVICE REPRESENTATIVE - ARECIBO I BRANCH - FIRSTBANK PR

First Bank; Arecibo (PR); On-site; USD 32,000 - 52,000; Full time

Job summary

FirstBank PR is seeking a Sales & Service Representative to promote banking products and deliver personalized customer service in our Puerto Rico operations. You will identify prospects, refer and cross-sell financial solutions, and help maintain accurate account records while supporting branch initiatives.

The role emphasizes relationship-building, regulatory compliance, and a customer-first approach aligned with the bank’s service culture.

Qualifications

• One to two years of experience in customer orientation and knowledge of banking products and services.
• A minimum of 24 credits toward an associate or bachelor’s degree, or coursework related to banking, is required.
• Bachelor’s degree in business administration or related field, is preferred.
• Knowledge of banking laws and regulations such as: Know Your Customer, Bank Secrecy Act.
• Excellent communication skills.
• Fully bilingual, preferable.
• Sales, Customer Service and Presentation skills are a must.
• Available to work holiday days, weekends, and flexible schedule.

Responsibilities

• Promotes, refers and sells bank products and services to potential and existing customers, meeting business goals and objectives.
• Identifies and prospects potential customers within the market pace and bank, through internal cross-sell activities or marketplace visits and activities.
• Establishes and develops products and service relationships with customer addressing their financial needs.
• Identifies new relations opportunities, develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and external sales activities in order to achieve goals.
• Contributes to the Branch growth by applying the Sales Culture and OSS Program, achieving goals, working plans and following administrative procedures.
• Complies with the branch Sales Culture, goals, working plans and administrative procedures.
• Performs greeter duties when needed.
• Assists branch and Retail & Business Banking in special projects and assignments.

Skills

Planning and organization

Problem Solving

Communication and interpersonal

Initiative

Effort and engagement

Teamwork

Analytical thinking

Customer Service

Sales oriented

Education

Bachelor’s degree in business administration or related field

24 credits toward an associate or bachelor’s degree or banking coursework

Tools

MS Office

Job description

Sales & Service Representative

Our Company

AtFirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

A Brief Overview

The Sales and Service Representative is responsible to promoteall banking products and services of the Bank in accordance with the SalesCulture, best practices following the operational policies and procedures.

Accountablefor adhering to the Bank’s BSA, AML and Office of Foreign Asset Control(OFCA) applicable policies. Employeemust follow specific unit procedures developed in compliance with the policies.Employee is also responsible for reporting any suspicious activity and/ortransactions in accordance with the Bank’s processes and comply with anymandatory BSA, AML and OFAC training assigned.

What You’ll Need to Succeed

• Identifies and prospects potential customers within the market pace and bank, through internal cross-sell activities or marketplace visits and activities.
• Promotes, refers and sells bank products and services to potential and existing customers, meeting business goals and objectives.
• Establishes and develops products and service relationships with customer addressing their financial needs.
• Identifies new relations opportunities, develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and external sales activities in order to achieve goals.
• Contributes to the Branch growth by applying the Sales Culture and OSS Program, achieving goals, working plans and following administrative procedures.
• Complies with the branch Sales Culture, goals, working plans and administrative procedures.
• Complies with all related laws and regulations, including but not limited to Bank Secrecy Act, Truth in Lending, Truth in Savings, US Patriot Act and Community Reimbursement Act, among others.
• Complies with all operational activities and procedures related to his/her scope of responsibility. This includes but is not limited to inquire potential customers and gather accurate information.
• Provides service to customers and gives orientation to promote the products and services. Also manages inquires and brings solutions to support the retention.
• Perform service requests transactions and other inquires within Bank service and operational standards and objectives.
• Maintains file and keep up dated filling for new and canceled accounts.
• Completes files for new accounts following the operational procedures established for each product, within the required timeframe.
• Support the Branch Sales Assistant Manager/Branch Operations Assistant Manager with administrative tasks, as requested.
• Perform greeter duties when needed.
• Assistsbranch and Retail & Business Banking in special projects and assignments.

Competencies:

• Planning and organization
• Problem Solving
• Communication and interpersonal relations
• Initiative and creativity
• Effort and engagement
• Teamwork
• Analytical thinking
• Customer Service
• Sales oriented

What You'll Need:

• One(1) to two (2) years of experience in customer orientation and knowledge ofbanking products and services.
• A minimum of 24 credits toward anassociate or bachelor’s degree, or coursework related to banking, isrequired.
• Bachelor’s degree in businessadministration or related field, is preferred.
• Candidates with a combination ofpractical experience, relevant training, and academic preparation may alsoqualify if they demonstrate the required skills and competencies.
• Knowledgeof banking laws and regulations such as: Know Your Customer, Bank Secrecy Act.
• Computer literate in the use of MS Office.
• Excellent communication skills.
• Fully Bilingual, preferable.
• Sales, Customer Service andPresentation skills are a most.
• Available to work holiday days, weekends, and flexible schedule.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to thisjob. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reportingrelationship may not reflect the most recent changes to the corporate reporting structure.

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