The Associate, Retail Banking (Customer Experience & Sales) provides excellent customer service experience, identifies customer needs and presents various alternatives. Looks for opportunities to offer integrated solutions by cross-selling bank’s financial services of investment, mortgage, commercial, trust services and others. The Associate also assists customers with queries concerning financial institution services and continuously focuses on the development of new business relationships while retaining and deepening existing relationships. Position will be working hybrid and is based in Oriental Center building, San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

• Offers the right financial solution to help customers with large expenses, such as saving for college, buying a home and planning for retirement.

• Throughout the use of consultative skills, evaluates customer needs and refers them to the appropriate financial product expert, for investments, mortgage, commercial and trust services, among others.

• Provides expert advice and a different customer experience to customers.

• Actively builds long-term relationships with customers.

• Calls on prospective and existing customers to develop professional relationships; solicit new business. Follows up after the initial sales encounter.

• Supports and fosters effective high level customer service by promptly resolving client’s issues/complaints and maintaining frequent and proper communication with client.

• Processes all types of deposit accounts, opens new accounts and cross sells bank products and services. Carries out the financial institution’s client retention strategies.

• Performs all account openings in strict compliance with the Bank’s “Know Your Customer” and Anti Money Laundering” procedures.

• Ensure compliance with the Bank policy, procedures, and regulations.

• Other duties may be assigned.

  MINIMUM REQUIREMENTS:

• Bachelor’s degree in Business Administration or related field preferred.

• One (1) year of experience in customer service, sales, or similar position required.

• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.

• Excellent consulting, sales, interpersonal skills, and ability to work effectively with clients is required.

• Excellent understanding of retail banking products, services, and channels preferred.

• Excellent written and verbal communication skills in Spanish & English required.

• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

  #Li-Hybrid

  Oriental is an Equal Opportunity Employer ( EEO Employer / Affirmative Action for Females / Disabled / Veterans )

Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment_privacy_policy_statement.pdf)

Compliance Posters

This may be the opportunity to change your life and take your career to the next level.

Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:

Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.

Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:

Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Política de Privacidad de Reclutamiento