Sales and Services Representative

hace 4 semanas


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

Job Description:

The Sales and Services Representative at Oriental Bank will provide exceptional customer service experiences, identifying client financial needs to present alternatives.

This role involves finding integrated solutions, cross-selling bank products such as loans, accounts, investments, mortgages, and commercial services. The representative will assist clients with inquiries and requests related to financial services, focusing on developing new business relationships while retaining and expanding existing ones.

Key Responsibilities:

  • Deliver proactive and dynamic customer service, demonstrating a positive attitude towards customers (internal and external).
  • 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 customer needs and match those needs to the 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.
  • Receive customers' transactions and process them in the system, complying with bank instructions, policies, and regulations.
  • Ensure compliance with the bank's policy and regulations in every account or transaction performed.

Requirements:

  • Bachelor's degree in Business Administration or a related field is required.
  • Two years of retail/sales experience are required; experience in financial services or related work is highly desirable.
  • 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, observing the defined quality standards.
  • Demonstrated assertiveness in oral and written communications with internal and external stakeholders is necessary.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications is required.

Salary Estimate:

Based on the job description and location, the estimated salary for this position is $50,000 - $65,000 per year, depending on qualifications and experience.


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