Sales & Services Officer Job at Popular Community Bank
At
Popular, we offer a wide variety of services and financial solutions to serve our communities in the Island and abroad. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career?
Over 7,900 men and women in Puerto Rico, Virgin Islands and the United States work at Popular.
Come and join our community!
General Description
Plans and implements financial institution sales and marketing programs targeted toward the business community. Sells financial services to customers of financial institution by performing the following duties
Essential Duties and Responsibilities
Develops prospects from current commercial customers, referral leads, and other sources. Contacts prospective customers to present information on available services such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services. Determines customers' financial services needs and prepares proposals to sell services. Reviews business trends and advises customers regarding expected fluctuations. Attends sales and trade meetings to develop new business prospects. Makes presentations on financial services to groups to attract new clients. Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit. Prepares forms or agreement to complete sale. Evaluates costs and revenue of agreements to determine if they are profitable to continue. Sells services such as check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products such as traveler’s checks, to other financial institutions. Solicits businesses to participate in consumer credit card program. Enters new customer data and other sales data for current customers into computer database.
Minimum Education
Bachelor's Degree in Marketing or Business Administration
Experience
Certifications / Licenses
Competencies
Accountability
Analytical Discipline
Business Excellence
Change Agent
Character
Collaboration & Teamwork
Customer Centric
Self Development
Additional Information
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
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