Job Type
Full Time - Exempt
General Description
The Premium Banker provides personalized financial orientations through financial planning tools, in order to help clients reach their goals. Responsible for cross-selling initiatives to grow and deepen client relationships, achieving sales targets to increase market share. Must attain a high level of client satisfaction and retention.
Essential Duties and Responsibilities
• 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.
• Relationship and new business development by proposing suitable financial solutions and establish implementation timeline according to the clients’ financial needs and life stage (client interviewing, consultative sales, proposal preparation and presentation).
• Develops and maintains knowledge of financial industry, economy, market conditions, rates, and competition.
• Cultivate internal partnerships with Branch Managers to promote integrated sales and service efforts across Popular.
• Retention of the current business
• Research available retail banking products, mortgages, leases/auto loans, investment, and insurance opportunities to determine whether they fit into client’s financial goals.
• Identify opportunities to deliver appropriate retail banking products, mortgages, leases/auto loans, investment, insurance, and financial planning to determine whether they fit into client’s financial goals.
• Maintain and develop relationships with customers in person, via telephone calls, teams, and e-mails.
• Timely response to incoming e-mail, phone inquiries and required contacts.
• Maintain client data (financial orientations, opportunities and sales) up to date in CRM system
• Self-monitoring of sales performance
Education
Bachelor's degree in Business Administration or related fields, preferably in Finance and Accounting from a four-year college or university.
Certifications / Licenses
Financial Para-Planner Certification*
Life Insurance License*
*The candidate will be required to pass the Financial Para-Planner and Life Insurance exams within a period of 6 months after starting in this role. If the candidate does not pass, the job change will not take place and will be reassigned to the same or similar unit based on business needs.
Experience
A minimum of three (3) years of experience in the banking industry.
At least three (3) years of experience in retail banking product sales.
Other Qualifications
• Effective oral and written communication skills in both Spanish (advanced level) and English (intermediate level).
• Knowledge in Retail Banking products and the ability to educate and provide information to clients and co-workers.
• Highly effective interpersonal skills to maintain / develop client relationships
• Excellent sales, communication and presentation skills
• Skills in Office 365 systems such as Excel, Word, Outlook, Teams among others.
• Well organized and customer service oriented
• Multi-tasking and time-management skills, with the ability to prioritize tasks.
• Ability to identify problems, analyze their causes and resolve them in a timely and accurate manner.
• Ability to work with minimal supervision and delivery dates.
• Ability to adapt to changes, new situations, and work under pressure.
• Focused on achieving and or exceeding results through collaboration and teamwork.
Region Locations
Metro Region, Puerto Rico
Work Schedule
On-site
Monday to Friday
Flexibility to work non-business hours, Saturdays, Sundays, and holidays when needed.
Values
1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
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; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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.
If you have a disability or need more information about requesting an accommodation, please Apply at asesorialaboralpopular. 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.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at
popular and keep updated with our latest job postings at jobs.popular.
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