Job Description
Directly sells and cross-sells to new and existing customers through the introduction of specific consumer and business products that the bank offers via telemarketing. Included are all core deposit products, consumer loans and investment services and business banking products.
MAJOR DUTIES & 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 p...
MAJOR DUTIES & 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 p...
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Submit ApplicationJob Details
- Location San Juan, PR
- Job Type Full-time
- Category other-general
- Posted Date July 22, 2026
- Application Deadline July 27, 2026