- 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 (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 banking environment, bank competition, and customer's business environment
- 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
- 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
- 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.
- 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
- Minimum Required:
- NMLS registration; Safe Act compliant
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Sales and Service Associate - North Miami Beach, United States - Banco Popular Puerto Rico
Description
Date:
May 24, 2024
Location:
North Miami Beach, FL, US, 33179
Company:
Popular
Workplace Type:
On-site
Sales and Service Associate
AtPopular,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
N Miami Bch/Garden 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.
In this position, you will:
Sales
Risk Management
To be considered, you will need:
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 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 reasonable accommodations.
Any other correspondence will not receive a response.
As a leading financial institution in the communities we serve, 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.
If you are a California resident, please click here to learn more about your privacy rights..
Popular is an Equal Opportunity Employer
Learn more about us at and keep updated with our latest job postings at .
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Sales and Service Associate professionals in North Miami Beach
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Janice Bernstein
Management, Communication and Customer Service