Sales and Service Associate

The Sales and Service Associate is responsible for performing a dual role in a branch, as needed. This position sells bank products and services to meet the needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction. The Sales and Service Associate also accurately processes customer transactions while providing courteous, timely, and informative service, emphasizing client needs and delivering tailored solutions for a best-in-class customer experience.

• 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

• 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

• Consistently performs 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
• 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

• Minimum
  
  Required:
  
  High School Diploma or equivalent along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training
• NMLS registration;
  Safe Act compliant

#LI-Onsite

Our base salary for this position located in New York generally ranges between $24.00 and $26.50 per hour, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

Important: The candidate must…