Customer Relationship Specialist

hace 2 meses

San Juan, San Juan, Puerto Rico Provident Bank A tiempo completo

About this role:

At Provident Bank, we are committed to enhancing our customer and employees' experience. We are seeking a skilled Customer Relationship Specialist to join our team and help us achieve our mission.

Key responsibilities:

  • Establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs.
  • Provide a positive customer experience while conducting transactions during every branch interaction.
  • Respond to customer needs by processing a variety of financial transactions, including opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments.
  • Research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization.
  • Meet sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers.
  • Assist the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures.

Requirements:

  • High school diploma or GED
  • Minimum of 6 months of sales and service experience in a customer-facing retail environment
  • Strong interpersonal skills, including listening, written and verbal communication
  • Ability to work a flexible schedule based upon the needs of the business
  • Demonstrations positive and professional demeanor with all customers and co-workers
  • Strong math and analytical skills
  • Understand and adhere to safety and security practices
  • Demonstrate and apply good relationship building skills
  • Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
  • Strong customer service/advocacy skills
  • Strong organizational and time management skills
  • Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office

Preferred qualifications:

  • Prior Retail banking experience
  • Life and Health Licenses to support investment program

Work environment:

Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault)

Provident Bank is an equal opportunity employer:

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

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