Premium Banking Advisor

Date: Nov 23, 2022

Location: Brooklyn, NY, US, 11229

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

Avenue U Platform


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
     

Salary Range Information


Our base salary for this position located in New York City generally ranges between $85,000.00 and $110,000.00​ annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits. Base salary may vary if position is based in other geographic locations.
 

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

 

If you have a disability and need assistance with the application process, please contact us at  asesorialaboral@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 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. 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.

 

          .

 

Popular is an Equal Opportunity Employer

Learn 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 |   Facebook   |   Twitter   |   Instagram  |   Blog


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

Job Segment: Sales Consultant, Sales