Sales and Customer Service Representative

hace 4 días


Bayamón, Bayamón, Puerto Rico Oriental A tiempo completo

About Oriental:

Oriental is a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions.

Salary Range:

$40,000 - $60,000 per year

Job Description:

The Sales and Customer Service Representative will provide top-notch customer service while identifying client financial needs and presenting alternative solutions. They will find integrated and alternative solutions, cross-sell bank products, and assist clients with questions and requests related to financial services. The ideal candidate will be focused on developing new business relationships and retaining existing ones.

Major Duties & Responsibilities:

  • Deliver proactive and dynamic customer service, demonstrating a positive and helpful attitude towards customers.
  • Receive bank visitors, provide information, and direct them to the appropriate staff as necessary.
  • Respond to customer inquiries and requests regarding our products and services, providing solutions for account disputes and other service activities.
  • Listen to customers' needs and match those needs to our products and services, resulting in new products and referrals to strengthen relationships.
  • Generate new accounts, loans, and other products to meet customers' needs and branch profitability goals.
  • Cross-sell bank products and services.
  • Receive customers' transactions and process them in our system, complying with bank instructions, policies, and regulations.
  • Ensure compliance with bank policy and regulations in every account or transaction performed.

Education and Experience:

  • Bachelor's degree in Business Administration or a related field is required.
  • Two years of retail/sales experience are required, with experience in financial services or related work being highly desirable.
  • Minimum education and experience requirements can be substituted with an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.
  • Excellent consulting, sales, and interpersonal skills are essential.
  • Fully bilingual – English and Spanish (verbal and written) is highly desirable.
  • Candidates must be highly analytical, proactive problem solvers, organized, detail-oriented, and able to multitask while observing defined quality standards.
  • Demonstrated assertiveness in oral and written communications with internal and external stakeholders is required.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications is required.
  • Availability and flexibility to adhere to branch schedule and operations are essential.


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