SALES & SERVICE REPRESENTATIVE

Job Summary

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).

Essential Responsibilities

• 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

Other Responsibilities

• Performs greeter duties when needed.
• Assists management with special projects and tasks when requested.

Independence of Judgment

The degree of judgment is related to the Integration and coordination of varied elements and its application to specific subjects.

Supervisory Responsibilities

This position has not direct supervisory responsibilities.

Competencies

Fully bilingual preferable

• Sales and Customer service orientation
• Computer literacy
• Banking laws and regulations knowledge
• Team work orientation
• Analytic Thinking Capacity
• Banking products and services knowledge

Impact of Errors

The impact of errors of this position could affect activities related with the position and other department main.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk.

Minimum Requirements

• Bachelor's degree preferably in Business Administration, but not limited to others, and one or more years experience in banking or strong sales experience or their equivalent: 60 university credits with two (2) years or more of banking experience or relevant sales and customer service experience OR, or Technical course with three (3) years or more of banking experience or relevant sales and customer service experience OR, or + High School Diploma with four (4) years or more of experience in banking or relevant sales and customer service experience.
• One (1) year of experience in orientation, promulgation and sale of the services and products offered by the bank, preferable
• Computer literate in the use of MS Office
• Fully Bilingual, preferable
• Sales, Customer Service and Presentation skills is a most
• Excellent communication skills
• Available to work holiday days, weekends and flexible schedule

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified.
The reporting relationship may not reflect the most recent changes to the corporate reporting structure.

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. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned..

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Employee stock purchase plan
• Health insurance
• Life insurance
• Mileage reimbursement
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Holidays
• No nights
• Weekend availability

Supplemental pay types:

• Bonus pay

Application Question(s):

• Are you available to work on weekends?
• Are you available to work on holidays?

Experience:

• Banking: 1 year (Preferred)

Work Location: One location

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