Sales Associate
hace 4 semanas
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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