Vacancy: Consultant Telephone Banking

March 26, 2015


A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its BANCO POPULAR team of successful professionals in Puerto Rico for the following position:

Telephone Banking Consultant
Customer Contact Center (Part-Time & Full-Time)
Retail Banking Division
Retail Banking Group

General Responsibility:

Provides client service through the phone by offering orientation about the products and services that Popular offers, provides information in regards to balances, transactions, credit cards, loans, payments among other services. Ensures retention and growth of client portfolio. Analyzes client needs of service and claims, evaluates the different alternatives to satisfy them, and makes decisions to resolve them immediately. Promotes cross sales of financial products and services. Solves situations within the authority frame granted or refers those that are outside his/her authority. Provide information regarding products and services offered by Popular, such as loans, credit cards, payments to vendors, balance inquires, and other.

Education and Experience:

  • Sixty (60) approved credits from an accredited university or college with a minimum of one (1) year experience in sales and customer service

Other qualifications:

  • Ability to identify sales opportunities to satisfy client needs
  • Proven ability to communicate effectively in Spanish and English both orally and in writing
  • Ability to multi-task and set priorities
  • Highly proficient with MS Office ( Word, Excel, Access, PowerPoint)
  • Excellent interpersonal and teamwork skills
  • Ability to effectively define problems and recommend actionable solutions
  • Must be willing to work flexible hours as necessary

Link to apply:

Popular an equal employment opportunity employer.