Telephone Banking Consultant - Telemarketing - Military veterans preferred

2025-04-29
Popular Bank
Other

/yr

  employee   contract


San Juan
Puerto Rico
00901
United States


Position Title: Telephone Banking Consultant - Telemarketing

Date: Apr 28, 2025

Location: San Juan, PR

Company: Popular Bank

General Description

Receive and generate calls to customers and prospective clients, to provide guidance and offer Popular products. Identify each customer’s needs to offer the product/service that best fits their need, thereby achieving sales goals. Among the products to offer, there are the following: loans, credit cards, reserve lines of credit, IRA accounts, among others. Comply with the assigned work schedule and with the measurement requirements established by the unit. This position offers incentives if sales metrics or goals are met.

Essential Duties and Responsibilities

Analyzes customer needs and evaluates the different Popular product alternatives available to meet them. Guide and offer the customer the right products. Promotes the acquisition of financial products and services.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

24 Bachelor's degree approved credits or equivalent combination of education and experience.

Experience

At least two years of related experience.

Other Qualifications

  • Excellent customer service skills, including telephone skills and telephone etiquette.
  • Excellent Sales skills and Passion for sales.
  • Positive attitude and willingness to listen, understand and solve our customers' needs.
  • Ability to identify customer needs and sales opportunities.
  • Ability to set priorities and work with multiple tasks simultaneously.
  • Discipline to work focused on achieving goals.
  • PC Skills and ability to handle various systems, including knowledge of Windows Microsoft Office Applications (Word, Excel, Power Point, etc.).
  • Detail-oriented with analytical skills.
  • Excellent oral and written communication skills in English and Spanish.

Work Schedule

Monday to Friday from 9:00 AM to 6:00 PM.

Values

Passion for People
Succeed Together
Own Every Moment
Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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