Sales and Service Associate

• 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 perform 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

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