Sales and Service Officer

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; therefore, 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!

General Description

Lead Popular Fiduciary Services retirement plan clients through the documentation onboarding process, and amendments in retirement plans design. Assist parallel units with the execution of operational, compliance, and regulatory tasks in addition to providing support to strategic projects related to the Retirement Plans Services business unit.

Essential Duties and Responsibilities

Provide a service of excellence and trust as the first contact of Popular with prospects and existing clients.
Ensure the onboarding and plan changes experience meets the client’s expectations and that the processes are completed within the predefined timeframes.
Pay attention to detail in the documentation process during onboarding and amendments to existing plans.
Comply with all regulatory and the division’s required documentation for new, transferred, and existing plans.
Coordinate with clients plan design calls for new plans and for amendments for plans under the Popular Master Plan and prepare and provide educational/service presentations to clients.
Prepare, organize, and file all plan documents with the Department of the Treasury within the established timeframe for Plans under the Popular Master Plan (new and amendments).
Perform quality checks to ensure plans are configured in the system as designed.
Be the Subject Matter Expert in the Popular Master Plan and provide guidance to other Trust Account Officers.
Periodically meet with clients to assist in Plan Design and changes.
Work assigned special projects.

Education

Bachelor's Degree in Business Administration

Experience

Two to three years related experience.

Knowledge, Skills and Abilities (KSA's)

Knowledge of Relius application (desired)
Knowledge of Puerto Rico Revenue Code
High level of organization to set priorities, work with multiple simultaneous tasks, meet deadlines and stay flexible to changes
Ability to analyze situations, anticipate problems, evaluate options, and make timely decisions
Ability to work under pressure and meet deadlines
Excellent interpersonal and teamwork skills
Demonstrate service attitude, both for clients, colleagues, supervisors, and managers
Proficiency in the use and management of personal computers and Microsoft Office programs such as: Word, Excel, PowerPoint and Outlook
Excellent oral and written communication skills, both in English and Spanish

Values

Passion for People

Succeed Together

Own Every Moment

Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

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 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 needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

As Puerto Rico’s leading financial institution, 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.

If you are a California resident, please click here to learn more about your privacy rights.

.

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

Connect with us!

LinkedIn | Facebook | Twitter | Instagram