Sales Associate

hace 2 semanas


Arroyo, Puerto Rico Popular A tiempo completo
Job Description

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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