Bank Consultant (San Juan Region)

Job Type

Full Time Non-Exempt

General Description

A Bank Consultant sells products and services such as bank accounts (checking and savings), certificates of deposits, credit cards, loans, lines of credit, PREMIA (reward program), account services, claims, ATM services, among others. This role will analyze and identify the financial needs of customers to provide them with an excellent service.

Essential Duties and Responsibilities

• Meet the sales and services goal for the period.
• Identify and analyze customer needs to identify what products or services we could offer/sell.
• Know our products and services to support and assist our customers in their needs or claims.
• Participate in campaigns and special promotional activities in branches and other locations.
• Follow standard operating procedures and comply with quality service standards.
• Support in other roles, as needed in the branch.
• Complete transactions/documents according to all banking regulations, including BSA/AML, and other corporate guidelines or procedures.

Minimum Education

60 Bachelor's degree credits approved from a University or accredited institution or equivalent combination of education and experience

Experience

At least three (3) years of sales and customer service related experience.

Other Qualifications

• Make calls to clients to promote campaigns/offers set by Popular

• Basic written and verbal communication skills in English and advanced in Spanish.
• Focused on achieving results through collaboration and teamwork.
• Ability to adapt to changes.
• Computer skills including knowledge of Windows Microsoft Office applications.
• Identify cross-sell opportunities.
• Ability to set priorities, simultaneously handle multiple tasks and meet established deadlines.
• Skills to persuade and negotiate.
• Master objection handling sales skills.

Competencies
1. Passion for People
2. Own Every Moment
3. Succeed Together
4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

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. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at ******. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer
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