SALES AND SERVICE BANKER
Company: Banco Popular Puerto Rico
Location: Brooklyn
Posted on: October 9, 2024
Job Description:
Date: Aug 27, 2024Location:Brooklyn, NY, US, 11229Company:
PopularWorkplace Type: On-siteSales and Service BankerAtPopular,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!Avenue U PlatformThe Sales and Service Banker 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. This role 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
- Execute a sales plan by identifying optimal methods for
attaining branch targets and sales 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
- Proactively conduct sales activities to gather data and to
drive business to the branch through outbound prospecting, as well
as in person or phone interviews with clients and prospective
clients, community involvement, etc.
- Cultivate internal partnerships with Commercial and Wealth
Management to promote integrated sales and service efforts across
Popular. Help mentor fellow branch employees, encouraging a
constant focus on providing a second to none customer experience
and promoting the use of digital channels
- 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 environmentOperations
- Be responsible to act in accordance of all bank policies and
regulation to ensure the branch passes assessment and audits
- Support operational activities as needed, including merchant
depository processing, ATM settlements, client transactions,
etc.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
mannerRisk 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: Associates degree from accredited college
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-OnsiteSalary Range
Information---Our base salary for this position located in New York
City generally ranges between $26.00 and $29.00--- hourly,
depending on business need and on your qualifications and
experience. Base salary does not include incentive compensation,
commission, or any other type of remuneration or benefits. Base
salary may vary if position is based in other geographic
locations.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 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 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 EmployerLearn more
about us at www.popular.com and keep updated with our latest job
postings at https://jobs.popular.com/usa/ .Connect with us!LinkedIn
(http://www.linkedin.com/company/popularbank) - Facebook
(https://www.facebook.com/popularbank) - Twitter
(https://twitter.com/popularbank) - Instagram
(https://www.instagram.com/popularbank/) - Blog
(http://blog.popularbank.com/)
Keywords: Banco Popular Puerto Rico, Hamden , SALES AND SERVICE BANKER, Sales , Brooklyn, Connecticut
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