SALES AND SERVICE REPRESENTATIVE - LEVITTOWN BRANCH - FIRSTBANK PR

First BanCorp•Toa Baja, PR

About The Position

The Sales and Service Representative promotes FirstBank products and services in accordance with the Bank’s sales culture, best practices, and operational policies and procedures. The position identifies and prospects potential customers, sells and refers banking products, develops customer relationships, and responds to customers’ financial needs and service inquiries. It also supports branch growth, customer retention, account opening and maintenance, and branch administrative work. The role requires compliance with applicable banking laws, regulations, and Bank policies, including BSA, AML, and OFAC requirements. The employee must follow unit procedures, report suspicious activity or transactions, and complete mandatory compliance training. The position may assist with special projects and perform greeter duties when needed.

Requirements

One to two years of experience in customer orientation and knowledge of banking products and services.
At least 24 credits toward an associate or bachelor’s degree, or coursework related to banking.
Knowledge of banking laws and regulations, such as Know Your Customer and the Bank Secrecy Act.
Computer literacy, including use of MS Office.
Excellent communication skills.
Sales, customer service, and presentation skills.
Availability to work holidays, weekends, and a flexible schedule.

Nice To Haves

Bachelor’s degree in business administration or a related field.
Fully bilingual ability is preferable.
A combination of practical experience, relevant training, and academic preparation may qualify when the candidate demonstrates the required skills and competencies.

Responsibilities

Identify and prospect potential customers through internal cross-selling and marketplace visits or activities.
Promote, refer, and sell banking products and services to prospective and existing customers, meeting business goals and objectives.
Establish and develop product and service relationships with customers and address their financial needs.
Identify opportunities for new relationships, develop internal or external activities with the Branch Sales Assistant Manager, and participate in sales activities.
Contribute to branch growth by applying the Sales Culture and OSS Program, achieving goals, following work plans, and completing administrative procedures.
Comply with branch sales goals, work plans, administrative procedures, and applicable laws and regulations, including BSA, Truth in Lending, Truth in Savings, the US Patriot Act, and the Community Reinvestment Act.
Carry out operational activities within the role’s scope, including inquiring with potential customers and gathering accurate information.
Serve customers, explain products and services, handle inquiries, and provide solutions that support customer retention.
Perform service-request transactions and respond to other inquiries within Bank service and operational standards.
Maintain files and keep records up to date for new and canceled accounts.
Complete new-account files according to the operational procedures and required timeframes for each product.
Support the Branch Sales Assistant Manager and Branch Operations Assistant Manager with administrative tasks as requested.
Perform greeter duties when needed.
Assist the branch and Retail & Business Banking with special projects and assignments.
Follow applicable BSA, AML, and OFAC policies and unit procedures, report suspicious activity or transactions, and complete assigned mandatory training.