Associate, Retail Banking (Customer Experience & Sales)

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 hybrid and 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 :

Li-Hybrid