Bank Consultant Job at Popular Bank
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; therefore, 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!
Full Time Opportunity
- Caguas
- Humacao
- San Juan
- Trujillo Alto
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
Experience
At least three (3) years of sales and customer service related experience.
Other Qualifications
- Basic written and verbal communication skills in Spanish and English.
- 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
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
If you have a disability and need assistance with the application process, please contact us asesorialaboral@popular.com. 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.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, 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.
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Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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