Hybrid Associate Retail Banking (Sales) - Temporary chez Oriental Bank
Oriental Bank · San Juan, Puerto Rico, États-Unis d'Amérique · Hybrid
- Bureau à San Juan, Puerto Rico
MAIN DUTIES & RESPONSIBILITIES:
- Sells all business banking products via telephone.
- Responsible for achieving department sales and personal goals.
- Provides sales training and support to new, less experienced representatives.
- Responds to Telemarketing Sales Rule (TSR) referred calls from existing or prospective customers with the intent to close sales.
- Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits, and loans.
- Completes accurate fulfillment documents for closed sales.
- Conducts frequent new customer satisfaction surveys.
- Maintains current on all bank products, policies, and procedures.
- Complies with state telemarketing regulations and department service quality standards.
- Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
- Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
- Other duties may be assigned.
MINIMUM REQUIREMENTS:
- Associate degree or technical certificate in Office, Business Administration or related field required.
- One (1) year of experience in sales, telemarketing or customer service 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.
- Knowledge in Microsoft Office (Word, Excel, PowerPoint, Outlook), required.
- Excellent communication skills, customer service, and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
- Good written and verbal communication skills in English and Spanish with a demonstrated ability to write communications clearly, concisely, and effectively 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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