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The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will be responsible for production and quality and cross-selling of a wide variety of integrated solutions and financial services. The position works on site based in Carolina, PR.
WHO WE WANT:
Effective multitaskers who enjoy working in a fast-paced environment and can provide superior consulting and financial advisory to prospective clients.
Continuous learners excited to seek personal and professional growth in areas related to Retail Sales & Mortgage Production.
Collaborators who achieve great outcomes and cultivate teamwork through relationships.
Focused achievers or go-getters who succeed through hard work and consistent follow-through.
Project and process mindset with detail-oriented skills, whose clarity and concentration help them manage timelines for optimum productivity, efficiency and quality.
WHAT WILL YOU DO:
Use consultative selling to present integrated alternatives to clients, based on a mix of Oriental’s products and services, such as certificates of deposits, checking and savings accounts, IRAs & DGI accounts, mortgage loans, consumer loans, credit cards and others.
Develops and manages profitable relationships with clients, creates customer rapport, profile and moves prospects down the sales funnel to convert from leads to customers.
Processes a variety of transactional activities to meet and exceed customer needs.
Strict compliance with the Bank’s “Know Your Customer” and Anti Money Laundering” procedures.
Actively solicits business from prospect, clients, Real Estate Brokers, developers, builders and individual prospects to offer the following products: the F.H.A. Loans, Conventional Loans (Conforming, Non-Conforming/Jumbos), Second Mortgages, Mortgage-backed personal loans, Farmers’ Home Loans and any other product that may be added. Informs to prospective loan clients of the financial institution’s underwriting guidelines and applicable government regulations.
Interview prospective clients and completes each loan application and all pre-processing functions in a timely manner.
Continuously focused on developing new business relationships while retaining and expanding existing relationships with new financial services solutions.
Follows up after the initial sales encounter and existing customers to develop professional relationships; solicit new business.
Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust services, among others.
Contribute to the branch’s sales and services goals’ achievement by supporting teamwork initiatives.
Coordinate client services and liaise for all retirement plans administrative services between Trust Operations and Oriental Pension Consultants and other service providers. Participates in educational programs designed as continued education within Oriental Mortgage and Oriental Financial Group.
Other duties may be assigned.
WHAT YOU NEED:
Bachelor’s degree in Business, Finance, Marketing or related fields required.
Two (2) years of experience in retail, sales, operations or customer service required.
Equivalent combination of education and experience required will be considered.
Superb consulting skills and working knowledge of sales process/ cycle and tactics highly preferred.
Customer-service oriented, results-driven, highly motivated, self-starter who possesses a strong work ethic and the desire to help others plan for and protect their financial futures.
Strong collaboration and teamwork with excellent interpersonal and communication skills.
Ability to meet deadlines, attain sales quotas / targets, manage multiple priorities.
Skilled and able to build rapport with new and prospective customers and colleagues .
Fully bilingual – English and Spanish (verbal and written)
Computer savvy including MS Office (Word, Excel, Power Point, Outlook) required. Knowledge of web-based and other banking software and applications preferred (CRM/ Salesforce, among others).
Availability to work any day of the week and flexibility to work overtime and/or irregular schedules based on branch hours of operations is required.
WHAT WE OFFER:
Extensive and ongoing learning and development through training, coaching and mentoring.
A strengths-based, engagement-focused and performance-oriented culture.
Collaborative work environment and career advancement opportunities.
Work that aligns our mission with your purpose and skills.
An opportunity to make an impact in both our clients financial wellness and directly contribute to Oriental’s vision.
Competitive base pay and incentives (variable pay) based on attainment of established goals and targets (includes mortgage & all bank products).
Oriental is an Equal Opportunity Employer ( EEO Employer / Affirmative Action for Females / Disabled / Veterans )
Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment_privacy_policy_statement.pdf)
Compliance Posters
This may be the opportunity to change your life and take your career to the next level.
Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:
Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)
Recruitment Privacy Policy Statement
Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.
Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:
Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)
Política de Privacidad de Reclutamiento