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About the Role
This position is responsible for the sale of bank products and services to meet customer needs while rendering quality service in accordance with bank goals. The role also involves accurate processing of customer transactions with an emphasis on identifying client needs and delivering tailored solutions.
Responsibilities
- Work with branch manager and supervisor to attain or exceed individual goals.
- Build effective, trust-based relationships with clients by listening and uncovering their needs.
- Conduct sales activities to drive business to the branch, including in-person or phone interviews.
- Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools.
- Educate clients on self-service capabilities and encourage use of digital service channels.
- Perform basic inquiries relative to opening of accounts.
- Stay abreast of changes to the banking environment, bank competition, and customer's business environment.
- Act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits.
- Execute teller banking transactions in accordance with Popular’s policies and procedures.
- Assist in the processing of night depository bags and currency, and ATM settlements.
- 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.
- Respond to customers requesting to update or close their accounts, determining reasons for dissatisfaction and offering alternatives.
- Support the management of compliance functions including reconciliations, audits, reporting, and controls.
- Collect, analyze, and secure all necessary documentation for account opening.
- Notify supervisor of any suspicious or questionable documents.
- Promote the branch's active involvement within the community.
- Report all CRA related activities to the appropriate unit.
- Proactively identify fraudulent or forged documentation and report such activity.
- Maintain confidentiality of customer information and adhere to bank policies and procedures.
Requirements
- Minimum High School Diploma or equivalent.
- At least one year of demonstrated successful sales experience.
- Six months cash handling experience or equivalent related experience and training.
- NMLS registration; Safe Act compliant.
- Must provide evidence of academic preparation or courses related to the job posting, if necessary.
- Applicants must be authorized to work for any employer in the United States.
- This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
Skills
- Sales
- Customer Service
- Cash Handling
- Relationship Building
- Financial Acumen
- Communication
- Problem-Solving
- Compliance
- Risk Management
- Fraud Detection
Location
- New York City
Work Type
- Onsite
- Hybrid
Experience Level
- 1+ year sales experience
- 6+ months cash handling experience
Education Level
- High School Diploma or equivalent
Salary/Compensations
- $26.50 - $27.00 annually
Benefits
- Comprehensive health plan
- Flexible time off options
- Savings and investment plans
About the Company
- Popular is Puerto Rico’s leading financial institution, founded over a century ago.
- Offers a wide variety of services and financial solutions with presence in the United States, the Caribbean, and Latin America.
- Dedicated to making customers' dreams come true by offering financial solutions in each stage of their life.
- Values employees' diverse skills, experiences, and backgrounds.
- Reaffirms commitment to offering essential financial services and solutions, even during emergency situations.
- Employees are considered essential workers critical to service continuity.
Equal Opportunity
- Popular is an Equal Opportunity Employer, including Disability/Vets.
- Popular is a Drug Free Workplace.