Sales and Service Associate

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
• Absorb and 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

Requirements

• 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

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.

If you have a disability or need more information about requesting an accommodation, 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 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 www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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Nearest Major Market: Miami