Sales Associate
hace 2 semanas
The Sales and Service Associate role at Popular is a dynamic position that requires a unique blend of sales and customer service skills. As a key member of our team, you will be responsible for providing exceptional service to our customers, while also meeting and exceeding sales targets.
- Sales:
- Work closely with branch managers and supervisors to achieve individual sales goals.
- BUILD effective relationships with clients by listening to their needs and providing tailored solutions.
- Conduct sales activities to drive business to the branch, including in-person or phone interviews with clients and prospective clients.
- Support marketing campaigns and product launches by modifying sales techniques and leveraging marketing tools and branch technology.
- Provide education to clients on self-service capabilities and encourage the use of digital service channels/banking options.
- Perform basic inquiries relative to account openings to ensure customer knowledge of account features.
- Operations:
- Act in accordance with all bank policies and regulations to ensure the branch passes assessments and audits.
- Effectively execute teller banking transactions in accordance with Popular's policies and procedures.
- Assist in the processing of night depository bags and currency, and ATM settlements as required.
- Best in Class Customer Experience:
- Consistently perform sales and service activities by adhering to Popular's key values: professionalism, accountability, customer centricity, and security.
- Provide ongoing customer feedback and continuous improvement opportunities.
- Effectively respond to customers requesting to update or close their accounts.
Requirements: High school diploma or equivalent, minimum one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training. NMLS registration, Safe Act compliance.
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