The Premium Banker provides personalized financial orientations through financial planning tools to help clients reach their goals and achieve sales targets to increase market share
Job Summary
The Premium Banker provides personalized financial orientations through financial planning tools to help clients reach their goals and achieve sales targets to increase market share.
This role requires building trust-based client relationships, proposing suitable financial solutions, and maintaining knowledge of the financial industry and market conditions.
Popular is Puerto Rico’s leading financial institution with a long history of innovation and community support, valuing diverse skills and backgrounds of its employees.
Matching Summary
The Premium Banker provides personalized financial orientations through financial planning tools to help clients reach their goals and achieve sales targets to increase market share.
Skills & Requirements
Must-have
Financial planning and orientations
Cross-selling retail banking products
Client relationship management
CRM system data maintenance
Bilingual communication Spanish and English
Sales target achievement
Nice-to-have
Interpersonal and presentation skills
Office 365 proficiency
Time-management and multitasking
Ability to work under pressure
Team collaboration and adaptability
Key Requirements
Bachelor's degree in Business Administration or related field
Financial Para-Planner Certification within 6 months
Life Insurance License within 6 months
At least 3 years retail banking sales experience
Advanced Spanish and intermediate English proficiency