Sales and Service Associate at Popular in West New York, NJ

Summary: Popular is Puerto Rico’s leading financial institution and has been evolving since it was founded over a century ago. They are seeking a Sales and Service Associate responsible for selling bank products and services while ensuring quality customer service and compliance with bank policies. Responsibilities: - 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 Required Qualifications: - High School Diploma or equivalent - At least one year of demonstrated successful sales experience - Six months cash handling experience or equivalent related experience and training - NMLS registration; Safe Act compliant Required Skills: Sales, Cash handling, NMLS registration, Safe Act compliance Benefits: A comprehensive health plan, Flexible time off options, Savings and investment plans, Hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs