Sales and Service Associate - Aventura - Popular

    Popular
    Popular Aventura

    1 day ago

    Description
    Aventura

    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 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
    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
    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
    #LI-Onsite

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

    Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

    Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

    ABOUT US

    Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

    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.

    We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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 have a disability or need more information about requesting an accommodation, 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 needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

    Are you ready for a rewarding career?

    Popular is an Equal Opportunity Employer, including Disability/Vets

    Popular is a Drug Free Workplace

    Learn more about us at and keep updated with our latest job postings at
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    If you are a California resident, please click here to learn more about your privacy rights.
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