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Customer Relationship Specialist

2 months ago

Miami, United States Popular Full time

About Popular:
At Popular, we provide a comprehensive range of financial services and solutions tailored to meet the needs of our communities.

Our Commitment:
We are dedicated to fulfilling our customers' aspirations by delivering financial solutions at every stage of their lives. Our long-standing history reflects the resilience and innovation of our workforce, who are committed to supporting the communities we serve.

Position Overview:
The Sales and Service Associate plays a crucial dual role within the branch, focusing on both sales and customer service.

Key Responsibilities:

  • Sales: Collaborate with branch leadership to achieve personal sales targets. Build trust-based relationships with clients by understanding their financial needs and providing tailored solutions.
  • Client Engagement: Conduct sales activities, including interviews with clients and community outreach, to drive business growth.
  • Product Knowledge: Educate clients on self-service options and encourage the use of digital banking tools.
  • Operational Excellence: Ensure compliance with all bank policies and regulations while executing banking transactions accurately.
  • Customer Experience: Deliver exceptional service by adhering to the bank's core values of professionalism, accountability, and customer-centricity.
  • Risk Management: Support compliance functions, including audits and documentation management, to maintain security and confidentiality.

Qualifications:
To be considered for this role, candidates should possess a High School Diploma or equivalent, along with at least one year of successful sales experience and six months of cash handling experience.

Join Us:
As a vital part of the financial landscape, Popular is committed to providing essential services to our customers, especially during challenging times.