Bank Consultant

Full Time
St Croix, VI
Posted
Job description

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

General Description
Sell credit and deposits products by analyzing and determining client’s needs within the quality service established for branches.
Essential Duties and Responsibilities

Sells products assigned per month, such as: deposit accounts, credit cards, personal loans, protection plans, credit lines, certificate of deposit, IRA, commercial account and services. Promote cross-selling and products on campaign. Participate in special promotion activities. Provide exceptional customer service when opening accounts, providing customers with information, and resolving banking problems for customers. Follow standard operating procedures and comply with Quality Service Standards. Complete transactions/documents according to all banking regulations, including BSA/AML, and other Corporate guidelines or procedures.


Supervisory Responsibilities:

This job has no supervisory responsibilities.
Minimum Education
Bachelor's Degree in Accounting or Finance
Experience
Three years sales experience.
Certifications / Licenses
Insurance Licenses (if employee sells insurance products)
Competencies
Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Additional Information
The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.


Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)

(1) In general, people are considered fully vaccinated: ±

2 weeks after their second dose in a 2-dose series, such as the Pfizer, Moderna or AstraZenaca vaccines, or

2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine


Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.


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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