Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
• Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals
• Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation
• Proactively conduct sales activities to gather data and drive business to the branch through outbound prospecting, in-person or phone interviews with clients and prospective clients, community involvement, etc.
• Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular. Help mentor fellow branch employees, encouraging a constant focus on providing a second-to-none customer experience and promoting the use of digital channels.
• Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results
• Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.)
• Perform basic inquiries relative to the opening of accounts to ensure customer knowledge of account features
• Stay abreast of changes to the banking environment, bank competition, and customer's business environment Operations
• Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessments and audits
• Support operational activities as needed, including merchant depository processing, ATM settlements, client transactions, etc.
I use hiking as a stress reliever because getting out into fresh air is great for clearing your mind. It is one of the best activities for getting into nature and experiencing some of the best parts of the world.