Associate, Remote Network (Sales)

Oriental Bank•Bayamon, PR

About The Position

Directly sells and cross-sells the bank’s consumer and business products to new and existing customers through telemarketing. Products include core deposit products, consumer loans, investment services, and business banking products. The position is located in Bayamón, Puerto Rico. The associate sells investment and business banking products by telephone, pursues sales goals, supports and trains newer representatives, handles referred calls, and makes outbound calls to develop new customer relationships. The role also includes prospecting for accounts, deposits, and loans; completing sales fulfillment documents; conducting customer satisfaction surveys; maintaining knowledge of bank products and procedures; complying with telemarketing regulations and service standards; and following up on referrals to specialized departments. The associate may perform TSR duties as directed and participate in telemarketing pilot programs.

Requirements

Minimum one year of experience in a telemarketing or customer service environment.
Successful completion of DSR II Curriculum Requirements.
Strong interpersonal and telephone skills.
Advanced knowledge of bank policies, procedures, regulations, and compliance.
Ability to perform work at a pace appropriate to the workload.
Legally authorized to work in the United States, with permanent or ongoing work authorization that can be maintained throughout employment.
Minimum education and experience requirements may be substituted with an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.

Nice To Haves

Experience in a direct telephone sales environment.

Responsibilities

Sell investment and business banking products via telephone.
Achieve department sales goals and personal goals.
Provide sales training and support to new, less experienced representatives.
Respond to TSR-referred calls from existing or prospective customers with the intent to close sales.
Place outbound calls from designated lists to secure new customer relationships for the bank.
Prospect new account relationships, deposits, and loans.
Complete accurate fulfillment documents for closed sales.
Conduct frequent new customer satisfaction surveys.
Maintain current knowledge of bank products, policies, and procedures.
Comply with state telemarketing regulations and department service quality standards.
Facilitate follow-up and ensure action is taken on referrals to Trust, Major Loans, Loan Production, and Commercial Lending departments.
Perform duties of a TSR as directed.
Participate in telemarketing pilot programs.
Support community banking through cross-selling and referrals to appropriate departments for specialized services.