• Sales And Service Representative - Caguas Area…

    FirstBank PR (Caguas, PR)


    Sales & Service Representative

     

    Our Company

     

    At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.

     

    Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

     

    A Brief Overview

     

    The Sales Service Representative promotes all banking services and products of the Branch in accordance with the selling culture, goals achievement and established measurement standards (Complies with a Score card plan).

     

    Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. The employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and complying with any mandatory BSA, AML and OFAC training assigned.

     

    What You’ll Need to Succeed

     

    + Attends and orients clients to promote the service and bank products sales as well as responds inquiries and brings solutions. (Complies with a Score card plan)

    + Establishes and develops relationships with clients presenting them the right alternatives to their needs in accordance with the One Stop Shop philosophy.

    + Performs the personal loans disbursements.

    + Verifies client’s checking accounts funds availability.

    + Maintains a log of the work area documents and forms.

    + Complies with all related laws and regulations including but not limited to the Bank Secrecy Act.

    + Submits results reports about his/her production.

    + Complies with the Branch Selling Culture, goals, working plans, sales (Score card) and administrative procedures.

    + Complies with the Total Quality Program.

    + Performs greeter duties when needed.

    + Assists management with special projects and tasks when requested.

    Competencies:

    + Fully bilingual preferable

    + Sales and Customer service orientation

    + Computer literacy

    + Banking laws and regulations knowledge, preferable

    + Teamwork orientation

    + Analytic Thinking Capacity

    + Banking products and services knowledge, preferable

    What You'll Need:

    + One (1) to two (2) years of experience in customer orientation and knowledge of banking products and services.

    + A minimum of 24 credits toward an associate or bachelor’s degree, or coursework related to banking, is required.

    + Bachelor’s degree in business administration or related field, is preferred.

    + Candidates with a combination of practical experience, relevant training, and academic preparation may also qualify if they demonstrate the required skills and competencies.

    + Computer literate in the use of MS Office.

    + Fully Bilingual, preferable.

    + Sales, Customer Service and Presentation skills are a most.

    + Excellent communication skills

    + Available to work holiday days, weekends, and flexible schedule.

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