Identify clients’ needs and deliver tailored solutions
The Sales and Service Associate 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
Job Summary
The Sales and Service Associate 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.
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago.
Matching Summary
The Sales and Service Associate 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.
Skills & Requirements
Must-have
sales of bank products and services
accurate processing of customer transactions
identify clients’ needs and deliver tailored solutions
adhere to all bank policies and regulation
execute teller banking transactions
respond to customers requesting to update or close accounts
Nice-to-have
build effective, trust-based relationships
community involvement
promote environment of ongoing customer feedback
proactively identify fraudulent or forged documentation
Key Requirements
High School Diploma or equivalent
at least one year of demonstrated successful sales experience