Sales Associate

hace 3 semanas


San Juan, San Juan, Puerto Rico Oriental A tiempo completo
Job Summary:

The Sales Associate, Financial Services, is responsible for providing exceptional customer service while identifying client financial needs and presenting alternative solutions. This role requires a proactive and dynamic approach to delivering customer service, with a focus on developing new business relationships and retaining existing ones.

Main Responsibilities:
  • Deliver proactive and dynamic customer service, demonstrating a positive and helpful attitude towards customers.
  • Respond to customer inquiries and requests regarding our products and services, providing solutions to account disputes and other service activities.
  • Listen to customer needs and match them to our bank's products and services, resulting in new products and/or referrals to strengthen relationships.
  • Generate new accounts, loans, and other products as defined and instructed to assist in meeting customers' needs and branch profitability goals.
  • Cross-sell bank products and services.
  • Process customer transactions and ensure compliance with bank instructions, policies, and regulations.

Requirements:
  • Bachelor's degree in Business Administration or related field.
  • Two years of retail/sales experience, with experience in financial services or related work highly desirable.
  • Excellent consulting, sales, and interpersonal skills.
  • Fully bilingual - English and Spanish (verbal and written) highly desirable.
  • Ability to multitask, observe quality standards, and demonstrate assertiveness in oral and written communications.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications.

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