Job Description
The Associate, Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial, auto among others. Assists clients with questions related to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new financial services. Position works on-site based in Dorado, PR.MAJOR DUTIES & RESPONSIBILITIES:
Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership...