SALES AND SERVICE REPRESENTATIVE - PLAZA CAROLINA BRANCH - FIRSTBANK PR

FirstBank Florida; Carolina (PR); On-site; USD 32,000 - 46,000; Full time

Job summary

FirstBank Florida is seeking a Sales & Service Representative to promote banking products and deliver personalized customer service. You will build relationships, cross-sell services, and support branch sales efforts while maintaining regulatory compliance and high service standards.

Ideal candidates have customer-oriented experience, strong communication skills, and the ability to work flexible hours including holidays and weekends. Bilingual abilities are a plus in serving diverse clients.

Qualifications

• Customer orientation experience in banking
• Good knowledge of banking products and services
• Excellent communication skills and presentation abilities
• Fully bilingual is preferable
• Willing to work holidays, weekends, and flexible hours

Responsibilities

• Promote and sell bank products and services to customers.
• Identify and develop relationships to meet sales goals.
• Assist in branch sales activities and administrative tasks.
• Greet customers and handle inquiries with solutions.
• Support branch operations and special projects.

Skills

Customer orientation

Banking product knowledge

Excellent communication

Fully bilingual

Sales and presentation skills

Holiday/weekend availability

Education

3rd party: 24 credits toward degree

Bachelor’s degree preferred

Tools

MS Office

Job description

Sales & Service Representative

Our Company

At FirstBank 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 promote all banking products and services of the Bank in accordance with the SalesCulture, best practices following the operational policies and procedures.

Accountable for 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/or transactions in accordance with the Bank’s processes and comply with any mandatory 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 inquiries and brings solutions to support the retention.
• Perform service requests transactions and other inquiries 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.
• Assists branch 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 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.
• Candidates with a combination of practical experience, relevant training, and academic preparation may also qualify if they demonstrate the required skills and competencies.
• Knowledge of 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 and Presentation 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 this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.

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