Bank Consultant (Main Branch, St Thomas)

Job Type

General Description

Sell credit and deposits products by analyzing and determining client’s needs within the quality service established for branches.

Essential Duties and Responsibilities

Sells products assigned per month, such as: deposit accounts, credit cards, personal loans, protection plans, credit lines, certificate of deposit, IRA, commercial account and services. Promote cross-selling and products on campaign. Participate in special promotion activities. Provide exceptional customer service when opening accounts, providing customers with information, and resolving banking problems for customers. Follow standard operating procedures and comply with Quality Service Standards. Complete transactions/documents according to all banking regulations, including BSA/AML, and other Corporate guidelines or procedures.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

Bachelor's Degree in Accounting or Finance

Experience

Three years sales experience.

Certifications / Licenses

Insurance Licenses (if employee sells insurance products)

Other Qualifications

Region Locations

Main Branch St Thomas

Work Schedule

Monday- Saturday

8am-5pm

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.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

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.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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 have a disability or need more information about requesting an accommodation, 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 needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

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.
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