Sales Associate

hace 4 semanas


San Juan, San Juan, Puerto Rico Oriental A tiempo completo

Job Overview

The Sales Associate - Customer Service Specialist is a critical role within our organization, responsible for delivering exceptional customer service experiences while identifying client financial needs and presenting alternatives.

We are seeking a highly skilled and motivated individual to join our team as a Sales Associate - Customer Service Specialist in Carolina, PR. As a key member of our sales team, you will be responsible for providing proactive and dynamic customer service, responding to customer inquiries, and cross-selling bank products and services.

Key Responsibilities:

  • Deliver exceptional customer service experiences, demonstrating a positive and helpful attitude toward customers (internal and external).
  • Receive bank visitors, provide information, and direct them to appropriate staff as necessary.
  • Respond to customer inquiries and requests regarding our products and services, providing solutions on accounts disputes and other service activities.
  • Listen to the customer's needs and match those needs to the bank's products and services, resulting in new products and/or referrals to strengthen the relationship.
  • 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.
  • Receive customers' transactions and process them in system, complying with bank instructions, policies, and regulations.

Requirements:

  • 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.
  • 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.

Salary Information: The estimated annual salary for this role is $45,000 - $65,000, depending on experience and qualifications.


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