Date: Sep 5, 2024
Location: Sunrise, FL, US, 33351
Company: Popular
Workplace Type: On-site
Sales and Service Banker
The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction. This role is responsible for the accurate processing of customer transactions while providing courteous, timely, and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored solutions through a best-in-class customer experience.
In this position, you will:
- Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals.
- Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities and provide the products/services that are most appropriate for their situation.
- Proactively conduct sales activities to gather data and to drive business to the branch through outbound prospecting, as well as in-person or phone interviews with clients and prospective clients, community involvement, etc.
- Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular. Help mentor fellow branch employees, encouraging a constant focus on providing a second to none customer experience and promoting the use of digital channels.
- Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results.
- Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.).
- Perform basic inquiries relative to the opening of accounts to ensure customer knowledge of account features.
- Stay abreast of changes to the banking environment, bank competition, and customer's business environment.
Operations
- Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessments and audits.
- Support operational activities as needed, including merchant depository processing, ATM settlements, client transactions, etc.
Best in Class Customer Experience
- Consistently perform sales and service activities by adhering to Popular’s key values: professionalism, accountability, customer centricity, and security.
- Promote an environment of ongoing customer feedback and continuous improvement.
- Effectively respond to customers requesting to update or close their accounts, determining reasons for dissatisfaction, and offer possible alternatives; process account maintenances in a compliant manner.
- Support the management of compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly adhered to.
- Collect, analyze, and secure all necessary documentation for the successful opening of accounts. Notify supervisor of any suspicious or questionable documents.
- Promote the branch's active involvement within the community and report all CRA-related activities to the appropriate unit.
- Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors.
- Maintain confidentiality of customer information and adhere to bank policies and procedures at all times.
To be considered, you will need:
- Minimum Required: Associates degree from an accredited college along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training.
- NMLS registration; Safe Act compliant.
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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 has been evolving since it was founded over a century ago. From a small bank, it has developed into a large corporation that offers a wide variety of services and financial solutions to our customers, with a 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.
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Nearest Major Market: Fort Lauderdale
Nearest Secondary Market: Miami
Job Segment: Sales
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