Bank Consultant 1 (San Juan)

Job Type

Full Time Non-Exempt

General Description

A Bank Consultant sells products and services such as bank accounts (checking and savings), certificates of deposits, credit cards, loans, lines of credit, PREMIA (reward program), account services, claims, ATM services, among others. This role will analyze and identify the financial needs of customers to provide them with an excellent service.

Essential Duties and Responsibilities

• Meet the sales and services goal for the period.

• Identify and analyze customer needs to identify what products or services we could offer/sell.

• Know our products and services to support and assist our customers in their needs or claims.

• Participate in campaigns and special promotional activities in branches and other locations.

• Follow standard operating procedures and comply with quality service standards.