Sales and Service Banker
About The Position
The Sales and Service Banker sells bank products and services to meet the needs of existing and potential customers while providing quality service in support of the bank’s growth, profitability, and customer satisfaction goals. The role accurately processes customer transactions and delivers courteous, timely, and informative service. It emphasizes identifying clients’ needs and providing tailored solutions through a high-quality customer experience. The banker executes sales plans, builds trust-based client relationships, conducts outreach and prospecting, supports marketing campaigns and product launches, and educates clients about digital banking and self-service options. The role also supports branch operations, compliance, risk management, and community involvement. It requires maintaining confidentiality, following bank policies and security procedures, and identifying and reporting suspicious or fraudulent activity.
Requirements
- Associate degree from an accredited college.
- At least one year of demonstrated successful sales experience.
- Six months of cash-handling experience, or equivalent related experience and training.
- NMLS registration and compliance with the SAFE Act.
- Applicants must be authorized to work for any employer in the United States; the position is not open to applicants requiring visa sponsorship or transfer of visa sponsorship.
Responsibilities
- Execute a sales plan by identifying effective methods for achieving branch targets and sales goals.
- Build effective, trust-based client relationships by listening, identifying financial priorities, and recommending appropriate products and services.
- Conduct sales outreach and prospecting, including in-person and phone interviews, and participate in community activities to drive business to the branch.
- Build internal partnerships with Commercial and Wealth Management to support integrated sales and service efforts.
- Help mentor branch employees and encourage strong customer service and adoption of digital channels.
- Support marketing campaigns and product launches, adapting sales techniques and using marketing tools and branch technology.
- Educate clients about self-service capabilities and digital banking options.
- Conduct basic inquiries related to account openings and ensure customers understand account features.
- Stay informed about changes in the banking environment, competition, and customers’ business environments.
- Follow bank policies and regulations and support the branch in passing assessments and audits.
- Support operational activities as needed, including merchant depository processing, ATM settlements, and client transactions.
- Consistently perform sales and service activities in accordance with Popular’s values of professionalism, accountability, customer centricity, and security.
- Encourage ongoing customer feedback and continuous improvement.
- Respond to customers seeking to update or close accounts, identify reasons for dissatisfaction, offer possible alternatives, and process account maintenance compliantly.
- Support compliance functions, including reconciliations, audits, reporting, controls, records management, approvals, and opening and closing procedures.
- Collect, analyze, and secure documentation required to open accounts, and notify a supervisor of suspicious or questionable documents.
- Promote the branch’s involvement in the community and report CRA-related activities to the appropriate unit.
- Identify and report potentially fraudulent or forged documents or activity to the appropriate supervisors.
- Maintain customer confidentiality and follow bank policies and procedures.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
Associate degree
