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Financial Services Specialist
hace 5 días
**Job Overview**
We are seeking a highly skilled Premium Banker to join our team in the San Juan Region. As a Premium Banker, you will be responsible for providing personalized financial orientations to clients, helping them achieve their goals through tailored financial planning tools.
Key Responsibilities:
- Confidently build effective relationships with clients by uncovering their needs and providing suitable financial solutions.
- Develop and maintain knowledge of the financial industry, economy, market conditions, rates, and competition.
- Cultivate internal partnerships with Branch Managers to promote integrated sales and service efforts.
- Maintain client data up to date in CRM system.
- Self-monitoring of sales performance.
Requirements:
- Bachelor's degree in Business Administration or related field.
- Minimum 3 years in the banking industry and 3-5 years in sales experience in retail banking products.
- Fluent bilingual skills in English and Spanish.
- Highly effective interpersonal skills and excellent sales, communication, and presentation skills.
Benefits:
- A competitive salary package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
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