Sales & Service Representative – Condado Branch
FirstBank · San Juan
Descripcion del puesto
About the role
FirstBank PR is looking for a motivated Sales & Service Representative to join its Condado Branch. You will help customers with their banking needs, build lasting relationships, and promote a full range of banking products and services.
Key responsibilities
- Identify and prospect potential customers through internal cross‑sell activities and marketplace visits.
- Promote, refer and sell bank products and services to both new and existing clients, meeting defined business goals.
- Develop product and service relationships that address customers’ financial needs.
- Support branch growth by applying the Sales Culture and OSS Program, following working plans and administrative procedures.
- Perform service‑request transactions, maintain accurate account files, and ensure compliance with BSA, AML, OFAC and other banking regulations.
- Assist the Branch Sales Assistant Manager and Operations Assistant Manager with administrative tasks and special projects.
Required profile
- 1–2 years of experience in customer‑oriented roles with knowledge of banking products.
- At least 24 credits toward an associate or bachelor’s degree; a bachelor’s in business administration is preferred.
- Understanding of banking regulations such as Know Your Customer and the Bank Secrecy Act.
- Fully bilingual (English/Spanish) with strong sales, customer service and presentation abilities.
- Flexibility to work holidays, weekends and varying schedules.
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Publicado hace 1 semana
Expira en 1 mes
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FirstBank
San Juan
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