The Associate, Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial, auto among others. Assists clients with questions related to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new financial services. Position works on-site based in Dorado, PR.
MAJOR DUTIES & RESPONSIBILITIES:
- Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
- Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
- Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
- Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in new products and/or referrals to strengthen the relationship.
- Generates new accounts, loans and other products as defined and instructed to assist in meeting customers’ needs and branch profitability goals.
- Cross sells bank products and services.
- Receives customers’ transactions and process in system, complying with bank instructions, policies, and regulations.
- Ensure compliance with the bank policy and regulations in every account or transaction performed.
- Other Duties may be assigned.
EDUCATION AND EXPERIENCE:
- Bachelor’s degree in Business Administration or related fields required.
- Two (2) years of experience in a financial services company or related work highly desirable
- 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.
- Excellent consulting, sales, and interpersonal skills.
- Outstanding communication skills both in English and Spanish (written and verbal) required.
- Proficient in MS Office required.
- Knowledge of the Banking Industry products, services, processes, and regulations preferred.
- Availability and flexibility to adhere to branch schedule and operations.
Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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What We Do
Since 1964, Oriental has thrived as one of Puerto Rico’s leading banks focused on serving the needs of consumers, businesses, and institutions. With multiple branches throughout the island, it has the second-largest network, and is the third-largest financial institution in core retail and commercial deposits. Oriental has a highly committed team of more than 1,500 employees serving nearly 300,000 clients. Since its establishment, Oriental has distinguished itself by delivering an unparalleled level of service to its clients making possible the progress of the customers, employees, investors and communities it serves.
OFG Bancorp (NYSE: OFG), is its diversified financial holding company that operates under U.S. and Puerto Rico banking laws and regulations. Its three principal subsidiaries, Oriental Bank, Oriental Financial Services and Oriental Insurance, provide a full range of commercial, consumer and mortgage banking services, as well as financial planning, trust, insurance, investment brokerage and investment banking services.
