Oriental Sales Associate

hace 2 meses


San Juan, San Juan, Puerto Rico Oriental A tiempo completo
Job Title: Associate, Sales

Job Summary:

As an Associate, Sales at Oriental, you will provide excellent customer service while identifying client financial needs to present alternatives. You will find integrated and alternative solutions while cross-selling bank products, such as loans, accounts, investments, mortgages, and commercial services.

Responsibilities:
  1. Deliver proactive and dynamic customer service, demonstrating a positive and helpful attitude toward customers.
  2. Receive bank visitors, provide information, and direct them to appropriate staff as necessary.
  3. Respond to customer inquiries and requests regarding our products and services, providing solutions for account disputes and other service activities.
  4. Listen to customers' needs and match them to our products and services, resulting in new products and referrals to strengthen relationships.
  5. Generate new accounts, loans, and other products as defined and instructed to assist in meeting customers' needs and branch profitability goals.
  6. Cross-sell bank products and services.
  7. Receive customers' transactions and process them in the system, complying with bank instructions, policies, and regulations.
  8. Ensure compliance with bank policy and regulations in every account or transaction performed.


Requirements:
  1. Bachelor's degree in Business Administration or related fields is required.
  2. Two years of retail/sales experience is required; experience in financial services or related work is highly desirable.
  3. Excellent consulting, sales, and interpersonal skills are essential.
  4. Fully bilingual - English and Spanish (verbal and written) is highly desirable.
  5. Candidates must be highly analytical, proactive problem solvers, organized, detail-oriented, and able to multitask while observing defined quality standards.
  6. Proficiency in MS Office (Word, Excel, Outlook) and other business applications is required.


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