Associate, Sales & Services (At-Large)

Oriental Bank

3d•Onsite

About The Position

The Associate, Sales & Services (At-Large) (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. It assists clients with financial-services questions and requests, develops new business relationships, and retains and expands relationships with new and existing customers. This position is based on-site in San Juan, Puerto Rico.

Requirements

Bachelor’s degree in Business Administration or a related field required; equivalent combinations of education, training, and experience may substitute for the minimum education and experience requirements.
Two years of retail or sales experience required.
Excellent consulting, sales, and interpersonal skills.
Strong analytical and proactive problem-solving abilities; organized, detail-oriented, and able to multitask while meeting defined quality standards.
Assertive oral and written communication with internal and external stakeholders.
Proficiency in MS Office (Word, Excel, Outlook) and other business applications.
Availability and flexibility to adhere to the branch schedule and operations.
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, verbally and in writing, is highly desirable.

Responsibilities

Deliver proactive and dynamic customer service with a positive and 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 about products and services.
Provide solutions for account disputes and other service activities; take ownership of customer issues through resolution and satisfaction.
Listen to customers’ needs and match them with bank products and services, generating new business or referrals to strengthen relationships.
Generate new accounts, loans, and other products as instructed to meet customer needs and branch profitability goals.
Cross-sell bank products and services.
Receive and process customer transactions in the system in accordance with bank instructions, policies, and regulations.
Ensure compliance with bank policies and regulations for every account or transaction performed.
Perform other duties as assigned.