The Sales and Service Associate is responsible for performing a dual role in a branch, as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction.
The Sales and Service Associate is responsible for the accurate processing of customer transactions while providing courteous, timely, and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients' needs and delivering tailored solutions through a best-in-class customer experience.
In This Position, You Will
- Sales : Work with branch manager and supervisor to attain or exceed individual goals
- Sales : Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products / services that are most appropriate for their situation
- Sales : Conduct sales activities to gather data and to drive business to the branch, including in-person or phone interviews with clients and prospective clients, community involvement, etc.
- Sales : Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results
- Sales : Educate clients on self-service capabilities and encourage use of digital service channels / banking options
- Sales : Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features
- Sales : Stay abreast of changes to banking environment, bank competition, and customer's business environment
Operations
Be responsible for acting in accordance with all bank policies and regulations to ensure the branch passes assessment and auditsEffectively execute teller banking transactions in accordance with Popular's policies and procedures and in adherence to legal and regulatory requirementsAssist in the processing of night depository bags and currency, and ATM settlements as requiredBest in Class Customer Experience
Consistently perform sales and service activities by adhering to Popular's key values : professionalism, accountability, customer centricity, and securityPromote an environment of ongoing customer feedback and continuous improvementEffectively respond to customers requesting to update or close their accounts, determining reason for dissatisfaction and offer possible alternatives; process account maintenances in a compliant mannerRisk Management
Support the management of compliance functions including reconciliations, audits (internal / external), reporting, controls, records management, approvals, and opening / closing procedures, ensuring all security procedures are strictly adheredCollect, analyze, and secure all necessary documentation for the successful opening of accounts. Notify supervisor of any suspicious or questionable documentsPromote the branch's active involvement within the community and report all CRA-related activities to the appropriate unitProactively identify fraudulent or forged documentation and / or activity and report such activity to the respective supervisorsMaintain confidentiality of customer information and adhere to bank policies and procedures at all timesTo Be Considered, You Will Need
Minimum Required : High School Diploma or equivalent along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and trainingPopular is Puerto Rico's leading financial institution and has been evolving since it was founded over a century ago. From a small bank, it has developed into a large corporation that offers a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean, and Latin America.
Popular is an Equal Opportunity Employer | Popular is a Drug-Free Workplace
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and / or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances.
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