Associate, Bilingual Customer Service (Sales)

Oriental Bank is seeking an Associate for their Bilingual Customer Service (Sales) position. The role involves selling and cross-selling banking products to customers via telemarketing, achieving sales goals, and providing support to new representatives.

Responsibilities:

• Sells all investment and business banking products via telephone
• Responsible for achieving department sales and personal goals
• Provides sales training and support to new, less experienced representatives
• Responds to TSR referred calls from existing or prospective customers with the intent to close sales
• Places outbound calls from designated lists to secure new customer relationships for the bank
• Prospects new account relationships, deposits and loans
• Completes accurate fulfillment documents for closed sales
• Conducts frequent new customer satisfaction surveys
• Maintains current on all bank products, policies and procedures
• Complies with state telemarketing regulations and department service quality standards
• Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments
• Performs duties of a TSR as directed
• Participates in telemarketing pilot programs
• Support the principles of community banking through cross selling and referral to appropriate departments for specialized services

Requirements:

• Minimum one (1) year experience in a telemarketing or customer service environment
• Successful completion of DSR II Curriculum Requirements
• Strong inter-personal and telephone skills
• Advanced knowledge of bank policies, procedures, regulations and compliance
• The ability to perform work pace appropriate to a given workload
• Legally authorized to work in the US is required
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization
• Experience in a direct telephone sales environment