Telephone Banking Consultant

General Description

Provides customers excellent telephone service to assure the retention and growth of clients’ portfolio ensuring that customers receive the best service possible.

Essential Duties and Responsibilities

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, credit lines, payments to vendors, balance inquires, and other.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Minimum Education

+ 60 Bachelor's degree credits approved
Experience

At least two years of related experience.

Certifications / Licenses

No certifications or license needed.
Competencies

Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Additional Information

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.

Popular is an Equal Employment Opportunity Employer

Job Segment:

Outside Sales, Sales, Customer Service