Sales Associate

hace 1 mes


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

Job Summary

The Sales Associate provides exceptional customer service while identifying client financial needs and presenting alternative solutions. This role involves cross-selling bank products, assisting clients with questions and requests, and developing new business relationships while retaining and expanding existing ones.

Key Responsibilities:

  • Deliver proactive and dynamic customer service, demonstrating a positive and helpful attitude toward customers.
  • 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 to account disputes and other service activities.
  • Listen to customers' 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 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 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.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
  • Availability and flexibility to adhere to branch schedule and operations.

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