Associate, Retail Banking (Customer Experience & Sales) - Temporary bei Orientalbank

The Associate, Retail Banking (Customer Experience & Sales) provides excellent customer service experience, identifies customer needs and presents various alternatives. Looks for opportunities to offer integrated solutions by cross-selling bank’s financial services of investment, mortgage, commercial, trust services and others. The Associate also assists customers with queries concerning financial institution services and continuously focuses on the development of new business relationships while retaining and deepening existing relationships. Position will be working temporary (6 months) and hybrid and is based in San Juan, PR.

Main Duties & Responsibilities:

• Offers the right financial solution to help customers with large expenses, such as saving for college, buying a home and planning for retirement.
• Throughout the use of consultative skills, evaluates customer needs and refers them to the appropriate financial product expert, for investments, mortgage, commercial and trust services, among others.
• Provides expert advice and a different customer experience to customers.
• Actively builds long-term relationships with customers.
• Calls on prospective and existing customers to develop professional relationships; solicit new business. Follows up after the initial sales encounter.
• Supports and fosters effective high level customer service by promptly resolving client’s issues/complaints and maintaining frequent and proper communication with client.
• Processes all types of deposit accounts, opens new accounts and cross sells bank products and services.  Carries out the financial institution’s client retention strategies.
• Performs all account openings in strict compliance with the Bank’s “Know Your Customer” and Anti Money Laundering” procedures.
• Ensure compliance with the Bank policy, procedures, and regulations.
• Other duties may be assigned.

Minimum Requirements:

• Bachelor’s degree in Business Administration or related field preferred.
• One (1) year of experience in customer service, sales, or similar position required.
• 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, interpersonal skills, and ability to work effectively with clients is required.
• Excellent understanding of retail banking products, services, and channels preferred.
• Excellent written and verbal communication skills in Spanish & English required.
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

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WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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