Sales and Service Associate

1 month ago


Doral, United States Popular Bank Full time

Sales and Service Associate At

Popular , we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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; this is why we value their diverse skills, experiences, and backgrounds. Are you ready for a rewarding career? The

Sales and Service Associate

is responsible to perform 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 Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of clients' financial life priorities and provide the products/services that are most appropriate for their situation 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. Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results Educate clients on self-service capabilities and encourage the use of digital service channels/banking options (e.g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.) Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features Stay abreast of changes to the banking environment, bank competition, and customers' business environment Operations Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits Effectively execute teller banking transactions in accordance with Popular’s policies and procedures and in adherence to legal and regulatory requirements 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 Promote an environment of ongoing customer feedback and continuous improvement Effectively respond to customers requesting to update or close their accounts, determine the reason for dissatisfaction and offer possible alternatives; process account maintenances in a compliant manner Risk 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 adhered Collect, analyze, and secure all necessary documentation for the successful opening of accounts. Notify the supervisor of any suspicious or questionable documents Promote the branch's active involvement within the community and report all CRA related activities to the appropriate unit Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors Maintain the confidentiality of customer information and adhere to bank policies and procedures at all times To 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 training NMLS registration; Safe Act compliant Important:

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

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