Sales and Service Associate

1 week ago

Hialeah, United States Popular Bank Full time
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Date: Jun 21, 2024 Location:

Hialeah, FL, US, 33012

#{ display: inline; } Company: Popular Workplace Type: On-site

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?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community

Hialeah FL


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 Asspciate 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 client’s 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 use of digital service channels/banking options (, 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 banking environment, bank competition, and customer's business environment

Operations

Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits
Effectively execute teller banking transactions in accordance to 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 environment of ongoing customer feedback and continuous improvement
Effectively respond to customers requesting to update or close their accounts, determining 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 supervisor of any suspicious or questionable documents
Promote the branch's active involvement within the community and report all CRA related activities to appropriate unit
Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors
Maintain confidentiality of customer information and adhere to bank policies and procedures at all times
​​​​​​​

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