Associate, Sales & Services, Oriental Financial Services LLC, San Juan, PR
Oriental Financial Services LLC -
San Juan, PR,
US
Associate, Sales & Services
Date Posted: 2024-06-19
Job description
The Associate, Sales & Services (Branches), provides an excellent customer service experience while identifying client financial needs in order to present alternatives. Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests targeted to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new and existing customers. Multiple positions available, works on site (at branches) and are available in Puerto Rico metro, east, south and west regions.
MAJOR DUTIES & RESPONSIBILITIES:
EDUCATION AND EXPERIENCE:
Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
Recruitment Privacy Statement
Compliance Posters
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 retail/sales experience required. Experience in financial services 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.
- Fully bilingual - English and Spanish (verbal and written) highly desirable.
- Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards.
- Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
- Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
- Availability and flexibility to adhere to branch schedule and operations.
Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
Recruitment Privacy Statement
Compliance Posters