Sales and Service Associate

In this position, you will:

Sales

• Work with branch manager and supervisor to attain or exceed individual 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
  
• Conduct sales activities to gather data and to drive business to the branch, including in person or phone interviews with clients and prospective clients, community involvement, etc.
  
• 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 opening of accounts to ensure customer knowledge of account features
  
• Stay abreast of changes to banking environment, bank competition, and customer's business environment
  

Operations

• Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits
  
• Effectively execute teller banking transactions in accordance to Popular’s policies and procedures and in adherence to legal and regulatory requirements
  
• Assist in the processing of night depository bags and currency, and ATM settlements as required
  

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 environment of ongoing customer feedback and continuous improvement
  
• Effectively respond to customers requesting to update or close their accounts, determining reason for dissatisfaction and offer possible alternatives; process account maintenances in a compliant manner
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Risk Management

• 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
  
• 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 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
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