Sales and Service Banker
Company: Banco Popular Puerto Rico
Location: Bronx
Posted on: August 7, 2022
Job Description:
Sales and Service BankerApply now Date:Jul 13, 2022Location:
Bronx, NY, US, 10455 AtPopular,we offer a wide variety of services
and financial solutions to serve our communities in the Island and
abroad. 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; this is
why we value their diverse skills, experiences and backgrounds. Are
you ready for a rewarding career? Over 7,900 men and women in
Puerto Rico, Virgin Islands and the United States work at Popular.
Come and join our community! Bronx 3rd Avenue NY MgmtThe Sales and
Service Banker 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. This role
is responsible for the accurate processing of customer transactions
while providing courteous, timely and informative service with
which the customer feels completely satisfied. Emphasis is placed
on identifying clients needs and delivering tailored solutions
through a best in class customer experience.In this position, you
will:Sales
- Execute a sales plan by identifying optimal methods for
attaining branch targets and sales goals
- Confidently build effective, trust-based relationships with
clients by listening and uncovering their needs to gain in-depth
knowledge of clients financial life priorities and provide the
products/services that are most appropriate for their
situation
- Proactively conduct sales activities to gather data and to
drive business to the branch through outbound prospecting, as well
as in person or phone interviews with clients and prospective
clients, community involvement, etc.
- Cultivate internal partnerships with Commercial and Wealth
Management to promote integrated sales and service efforts across
Popular. Help mentor fellow branch employees, encouraging a
constant focus on providing a second to none customer experience
and promoting the use of digital channels
- 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 environmentOperations
- Be responsible to act in accordance of all bank policies and
regulation to ensure the branch passes assessment and audits
- Support operational activities as needed, including merchant
depository processing, ATM settlements, client transactions,
etc.Best in Class Customer Experience
- Consistently perform sales and service activities by adhering
to Populars 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
mannerRisk 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 timesTo be considered, you will
need:
- Minimum Required: Associates degree from accredited college
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 compliantImportant:The candidate
must provide evidence of academic preparation or courses related to
the job posting, if necessary.Popular requires all employees to be
fully vaccinated against COVID-19 by the first day of work. We will
require you to provide a copy of your COVID-19 Vaccination Record
Card. (1) (1) In general, people are considered fully vaccinated: 2
weeks after their second dose in a 2-dose series, such as the
Pfizer or Moderna vaccines, or 2 weeks after a single-dose vaccine,
such as Johnson & Johnson's Janssen vaccinePopular may provide
vaccination exemptions for medical or pregnancy reasons, or due to
a sincerely held religious belief or practice, unless doing so
would impose an undue hardship to Popular or pose a direct threat
to the health and safety of others. If you wish to request a
vaccination exemption or have a disability and need assistance with
the application process, please contact us
atasesorialaboral@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.As a leading financial
institution in the communities we serve, we reaffirm our commitment
to always offer essential financial services and solutions for our
customers, including during emergency situations and/or natural
disasters. Populars employees are considered essential workers,
whose role is critical in the continuity of these important
services even under such circumstances. By applying to this
position, you acknowledge that Popular may require your services
during and immediately after any such events..Popular is an Equal
Opportunity EmployerLearn more about us at www.popular.com and keep
updated with our latest job postings at
https://jobs.popular.com/usa/ .Connect with us!LinkedIn
(http://www.linkedin.com/company/popularbank) - Facebook
(https://www.facebook.com/popularbank) - Twitter
(https://twitter.com/popularbank) - Instagram
(https://www.instagram.com/popularbank/) - Blog
(http://blog.popularbank.com/) Nearest Major Market:BronxNearest
Secondary Market:New York City Job Segment: Sales Consultant,
Sales
Keywords: Banco Popular Puerto Rico, New Rochelle , Sales and Service Banker, Other , Bronx, New York
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