Premium Banking Advisor

Date: Jul 30, 2022

Location: Brooklyn, NY, US, 11220

Join the Popular Team!

Founded in 1893, Popular Inc. has been built upon strong institutional values while providing broad financial services within the United States, Puerto Rico, and the Caribbean.

We strive to create an extraordinary legacy with a passion for customer service, tremendous dedication to our employees, and strong partnerships in the communities where we reside. Come explore Popular - Our bottom line is you.

Brooklyn 5th Avenue NY Mgmt


Support the New York Metro branch network by managing and growing a book of business consisting of Mass Affluent clientele (investible assets from 150k – 500k). Proactively profile clients through face to face and virtual meetings to cross-sell various bank products and to move clients up-market through referrals to Popular Private Client.
 

In this position, you will:

 

  • Retain and grow an assigned book of business as well as sourcing and developing prospects and new clients for this segment
     
  • Achieve sales targets in a variety of metrics including but not limited to deposit growth, investment AUM, personal lending, residential mortgage and commercial lending.  Attain a high level of client satisfaction and retention. Identify opportunities and refer to internal partners including Popular Private Client, Popular Investments, Popular Mortgage, and Business Banking
     
  • Research and investigate available retail banking products, investment, and insurance opportunities to determine whether they fit into financial plans.  Contributes team efforts to accomplish and/or exceed program goals

     
  • Confidently build effective, trust-based relationships with clients to provide personalized financial services by listening and uncovering their needs to gain in-depth knowledge of client’s financial priorities and servicing according to customer’s needs
     
  • Cultivate internal partnerships with Treasury Management, Private Banking, Wealth Management, and Branch teams to provide comprehensive financial solutions to clients and expand client relationships and cross-selling
     

To be considered, you will need:

 

  • Bachelor's degree from accredited college or university and/or three years or more of experience in banking industry sales is required
     
  • Licenses: Life Insurance, Series 7 and 65 or 66 required
     
  • Ability to positively interact with customers in difficult and demanding situations and use various interpersonal styles and communication methods depending on customer and situation, to gain acceptance of a product or service
     
  • Highly capable of effectively defining problems, searching for root causes, and recommending actionable solutions
     
  • Working knowledge of banking laws and regulations
     
  • Demonstrated knowledge in the following skills: client interviewing, sales, consultative sales, proposals preparation and presentation
     
  • Ability to establish and maintain effective work relationships both internally and externally
     

 

Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

To learn more about Popular, visit our website at www.popularbank.com

Connect with us!

We reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s 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.

 


Nearest Major Market: Brooklyn
Nearest Secondary Market: New York City