Associate, Retail Banking (Sales)

The Associate, Retail Banking (Sales) directly sells and cross-sells to new and existing customers. Through telemarketing (outbound) introduce specific consumer and business products that the bank offers. This position will be temporary (6 months) and working hybrid, based in Oriental Center building, San Juan, PR

MAIN DUTIES & RESPONSIBILITIES:

• Sells all business banking products via telephone.
• Responsible for achieving department sales and personal goals.
• Responds to Telemarketing Sales Rule (TSR) referred calls from existing or prospective customers with the intent to close sales.
• Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits, and loans.
• Completes accurate fulfillment documents for closed sales.
• Conducts frequent new customer satisfaction surveys.
• Maintains current on all bank products, policies, and procedures.
• Complies with state telemarketing regulations and department service quality standards.
• Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
• Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
• Other duties may be assigned.

 

MINIMUM REQUIREMENTS:

• Associate degree or technical certificate in Office, Business Administration or related field required.
• One (1) year of experience in sales, telemarketing or customer service required.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Knowledge in Microsoft Office (Word, Excel, PowerPoint, Outlook), required.
• Excellent communication skills, customer service, and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Good written and verbal communication skills in English and Spanish with a demonstrated ability to write communications clearly, concisely, and effectively required.

WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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