SALES AND SERVICE REPRESENTATIVE - GUAYNABO I - FIRSTBANK PR

First BanCorp • Guaynabo, PR

3d

About The Position

The Sales and Service Representative promotes FirstBank PR banking products and services in accordance with the Bank’s Sales Culture, best practices, and operational policies and procedures. The role supports branch growth by prospecting for customers, selling and referring products, developing customer relationships, addressing financial needs, and providing customer service that supports retention. The representative also performs service transactions and inquiries, maintains account files, assists with administrative work and special projects, and follows applicable banking laws, regulations, and internal procedures. The employee must adhere to BSA, AML, and OFAC policies, report suspicious activity or transactions through Bank processes, and complete required training.

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

• A bachelor’s degree in business administration or a related field is preferred.
• Full bilingual proficiency 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 and activities.
• Promote, refer, and sell bank products and services to potential and existing customers while meeting business goals and objectives.
• Establish and develop product and service relationships with customers by addressing their financial needs.
• Identify opportunities for new relationships, develop internal or external activities with the Branch Sales Assistant Manager, and participate in sales activities to achieve goals.
• Contribute to branch growth by applying the Sales Culture and OSS Program, achieving goals, following work plans, and complying with administrative procedures.
• Comply with applicable laws and regulations, including the Bank Secrecy Act, Truth in Lending, Truth in Savings, US Patriot Act, and Community Reinvestment Act.
• Perform operational activities and procedures within the role’s scope, including inquiring of potential customers and gathering accurate information.
• Serve customers, explain products and services, manage inquiries, and provide solutions that support customer retention.
• Perform service-request transactions and other inquiries within Bank service and operational standards and objectives.
• Maintain files and keep records current for new and canceled accounts.
• Complete new-account files according to established operational procedures and required timeframes.
• 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.
• Adhere to BSA, AML, and OFAC policies and unit procedures; report suspicious activity or transactions and complete mandatory training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree