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Bank Consultant

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Date: Jan 9, 2019

Location: St. Thomas, VI


A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:

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.

Minimum Education

Bachelor's Degree in Accounting or Finance


Three years sales experience.

Certifications / Licenses

Insurance Licenses (if employee sells insurance products)



Analytical Discipline

Collaboration & Teamwork

Change Agent

Customer Centric

Self Development

Business Excellence


Additional Information

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.

Popular an Equal Employment Opportunity Employer

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