Associate, Sales & Services

Oriental Bank•Trujillo Alto, PR

3d•Onsite

About The Position

The Associate, Sales & Services (Branches) provides excellent customer service while identifying clients’ financial needs and presenting suitable alternatives. The role finds integrated and alternative solutions and cross-sells bank products, including loans, accounts, investments, mortgages, and commercial products. The Associate assists clients with questions and requests related to financial services and develops new business relationships while retaining and expanding existing relationships with new and existing customers. The position is on-site at the Trujillo Alto Branch.

Requirements

Bachelor’s degree in Business Administration or a related field, or an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.
Two years of retail or sales experience, or an equivalent combination of education, training, and experience.
Excellent consulting, sales, and interpersonal skills.
Highly analytical, proactive problem-solving, organized, detail-oriented, and able to multitask while observing defined quality standards.
Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
Proficiency in MS Office (Word, Excel, Outlook) and other business applications.
Legally authorized to work in the United States, with permanent or ongoing work authorization that can be maintained throughout employment.

Nice To Haves

Experience in financial services or related work is highly desirable.
Full bilingual proficiency in English and Spanish, verbal and written, is highly desirable.

Responsibilities

Deliver proactive, dynamic customer service and demonstrate a positive, helpful attitude toward internal and external customers.
Receive bank visitors, provide information, and direct them to appropriate staff as necessary.
Respond to customer inquiries and requests regarding products and services.
Provide solutions for account disputes and other service activities.
Take ownership of customer issues, resolve them, and ensure customer satisfaction.
Listen to customers’ needs and match them with the bank’s products and services, generating new product opportunities or referrals to strengthen relationships.
Generate new accounts, loans, and other products as defined and instructed to meet customer needs and branch profitability goals.
Cross-sell bank products and services.
Receive customer transactions and process them in the system in compliance with bank instructions, policies, and regulations.
Ensure compliance with bank policies and regulations for every account or transaction performed.
Perform other duties as assigned.