Sales and Service Associate (90752)
Sales and Service Associate (90752)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Aventura
TheSales and Service Associateis responsible to perform a dual role in a branch as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth profitability and customer satisfaction.
The Sales and Service Associate is responsible for the accurate processing of customer transactions while providing courteous timely and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients needs and delivering tailored solutions through a best in class customer experience.
In this position you will:
Sales
- Work with branch manager and supervisor to attain or exceed individual goals
- Confidently build effective trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of clients financial life priorities and provide the products/services that are most appropriate for their situation
- Conduct sales activities to gather data and to drive business to the branch including in person or phone interviews with clients and prospective clients community involvement etc.
- Support marketing campaigns and product launches modifying sales techniques and leveraging marketing tools and branch technology to achieve results
- Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.g. smart ATM online and mobile banking online transfers People Pay Mobile Cash Bill Pay Digital Wallets etc.)
- Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features
- Stay abreast of changes to banking environment bank competition and customers business environment
Operations
- Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits
- Effectively execute teller banking transactions in accordance to Populars policies and procedures and in adherence to legal and regulatory requirements
- Assist in the processing of night depository bags and currency and ATM settlements as required
Best in Class Customer Experience
- Consistently performsales and service activities by adhering to Populars key values: professionalism accountability customer centricity and security
- Promote environment of ongoing customer feedback and continuous improvement
- Effectively respond to customers requesting to update or close their accounts determining reason for dissatisfaction and offer possible alternatives; process account maintenances in a compliant manner
Risk Management
- Support the management of compliance functions including reconciliations audits (internal/external) reporting controls records management approvals and opening/closing procedures ensuring all security procedures are strictly adhered
- Collect analyze and secure all necessary documentation for the successful opening of accounts. Notify supervisor of any suspicious or questionable documents
- Promote the branchs active involvement within the community and report all CRA related activities to appropriate unit
- Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors
- Maintain confidentiality of customer information and adhere to bank policies and procedures at all times
To be considered you will need:
- Minimum Required: High School Diploma or equivalent along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training
#LI-Onsite
Important: The candidate must provide evidence of academic preparationor courses related to the job posting if necessary.
ABOUT US
Popular is Puerto Ricos leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers with presence in the United States the Caribbean and Latin America.
As employees we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate reach for the right solutions and strongly support the communities we serve; therefore we value their diverse skills experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities including during emergency situations and/or natural disasters. Populars employees are considered essential workers whose role is critical in the continuity of these important services even under such circumstances. By applying to this position you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation please contact us at . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career
Popularis an Equal Opportunity Employer
Learn more about us at and keep updated with our latest job postings at .
Connect with us!
LinkedIn Facebook Twitter Instagram
If you are a California resident please click here to learn more about your privacy rights.
Required Experience:
IC
Employment Type
Full Time
