Job description
The Associate, Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial, auto among others. Assists clients with questions related to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new financial services. Position works on-site based in San Juan, PR.
MAJOR DUTIES & RESPONSIBILITIES:
- Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
- Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
- Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
- Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in new products and/or referrals to strengthen the relationship.
- Generates new accounts, loans and other products as defined and instructed to assist in meeting customers’ needs and branch profitability goals.
- Cross sells bank products and services.
- Receives customers’ transactions and process in system, complying with bank instructions, policies, and regulations.
- Ensure compliance with the bank policy and regulations in every account or transaction performed.
- Other Duties maybe assigned.
EDUCATION AND EXPERIENCE:
- Bachelor’s degree in Business Administration or related fields required.
- Two (2) years of experience in a financial services company or related work highly desirable
- Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
- Excellent consulting, sales, and interpersonal skills.
- Outstanding communication skills both in English and Spanish (written and verbal) required.
- Proficient in MS Office required.
- Knowledge of the Banking Industry products, services, processes, and regulations preferred.
- Availability and flexibility to adhere to branch schedule and operations.
Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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