Sales and Service Associate
Popular, New York, NY, United States
Sales and Service Associate
Bronx 3rd Avenue NY
The Sales and Service Associate is responsible for performing a dual role in a branch, as needed. This position is responsible for the sale of 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 is responsible for accurate processing of customer transactions while providing courteous, timely, and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored solutions through 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
Operations
Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits
Effectively execute teller banking transactions in accordance with 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
Best in Class Customer Experience
Consistently performs sales and service activities by adhering to Popular’s key values: professionalism, accountability, customer centrism, 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
To be considered, you will need:
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
Base Salary & Benefits Our base salary for this position located in
New York City
generally ranges between
$24.00
and
$26.50
hourly, 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.
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
Popular is an Equal Opportunity Employer, including Disability/Vets
#J-18808-Ljbffr
The Sales and Service Associate is responsible for accurate processing of customer transactions while providing courteous, timely, and informative service with which the customer feels completely satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored solutions through 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
Operations
Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits
Effectively execute teller banking transactions in accordance with 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
Best in Class Customer Experience
Consistently performs sales and service activities by adhering to Popular’s key values: professionalism, accountability, customer centrism, 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
To be considered, you will need:
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
Base Salary & Benefits Our base salary for this position located in
New York City
generally ranges between
$24.00
and
$26.50
hourly, 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.
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
Popular is an Equal Opportunity Employer, including Disability/Vets
#J-18808-Ljbffr