Sales & Service Representative - St John

FirstBank Puerto Rico

10d•Onsite

About The Position

The Sales and Service Representative, under the direction and guidance of the Branch Sales Assistant Manager, promotes all banking products and services through direct sales, referrals, and participation in marketing campaigns in accordance with the organization’s sales culture to achieve personal and branch goals, while ensuring compliance with policies and regulations.

Requirements

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar; the ability to speak and comprehend the English language.
Computer literate and proficient in keyboarding
Interpersonal, organizational, and listening skills
Knowledge of banking laws and regulations
Knowledge of banking products and services
Knowledge of administrative and clerical procedures; managing files and records; and other related functions
Team work orientation
Analytical, thinking capability
Customer service orientation
High School Diploma from an accredited institution and 2 to 3 years experience working in a financial services, sales or customer service environment or Associate’s Degree from an accredited institution of higher learning
Experience in assessing clients needs to sell, promote, refer or cross sell various bank products and services
Ability to work flexible and non-traditional hours, including Saturday, Sunday and holidays

Responsibilities

Attends and orients clients to bank products and services to affect the sales of bank products and services.
Responds to and resolves routine client inquiries, informing and seeking guidance from management regarding the resolution of inquiries or issues beyond scope of authority.
Develops and retains relationships with clients and presents alternatives to their needs.
Gathers information from clients and performs data entry/keyboarding functions to affect the establishment of accounts, ensuring adherence to bank and regulatory account opening requirements and other organizational requirements.
Affects application processing in accordance with established documentation requirement procedures and performs functions to affect the timely closing and disbursement of loan products.
Verifies client’s availability of checking accounts funds.
Maintains a log of the work area documents and forms.
Complies with all related laws and regulations including but not limited to the Bank Secrecy Act, Truth in Savings, Truth in Lending and Community Reinvestment Act.
Prepares and submits production reports.
Complies with and supports the Branch Sales Culture, working plans and administrative procedures, including but not limited to the Total Quality Program.
Performs greeter duties when needed, ensuring compliance with the organization’s service quality agenda.
Assists management with special projects and tasks as requested.
Performs other related duties as assigned.