Sales and Service Banker

Sales and Service Banker Location: New York, NY, 10025 The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability and customer satisfaction. This role is responsible for the 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. Responsibilities Sales Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals. 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 most appropriate products/services. Conduct sales activities to gather data and drive business to the branch through outbound prospecting, in‑person or phone interviews with clients and prospective clients, community involvement, etc. Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular, mentor fellow branch employees, and promote a second‑to‑none customer experience, including use of digital channels. 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 (smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.). Perform basic inquiries related 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 Act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits. Support operational activities as needed, including merchant depository processing, ATM settlements, client transactions, etc. Best in Class Customer Experience Consistently perform sales and service activities by adhering to Popular’s key values: professionalism, accountability, customer centricity, and security. Promote an environment of ongoing customer feedback and continuous improvement. Effectively respond to customers requesting updates or closures, determining reasons for dissatisfaction and offering alternatives; process account maintenances in a compliant manner. Risk Management Support the management of compliance functions including reconciliations, audits, reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly adhered. Collect, analyze, and secure necessary documentation for successful opening of accounts; notify supervisor of suspicious or questionable documents. Promote the branch’s active community involvement and report all CRA‑related activities to appropriate unit. Proactively identify fraudulent or forged documentation and/or activity and report such activity to supervisors. Maintain confidentiality of customer information and adhere to bank policies and procedures at all times. Qualifications Associate’s degree from an accredited college, at least one year of successful sales experience, and six months of 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 typically ranges between $26.00 and $29.25 annually, depending on business need and 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 comprehensive 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 or temporary employees are not eligible for these benefits. Additional Information Applicants must be authorized to work 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. Popular is a Drug Free Workplace. #J-18808-Ljbffr Popular Bank