Note: The job is a remote job and is open to candidates in USA. Oriental Bank is seeking an Associate for their Bilingual Customer Service (Sales) role. The position involves selling and cross-selling banking products to customers through telemarketing while achieving sales goals and providing training 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
Skills
- 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
Company Overview