Overview

In this role you drive the sale of banking products by assessing client needs and delivering tailored solutions. You collaborate with branches to maintain high service standards and support cross-selling during campaigns. You handle account openings, information delivery, and issue resolution while ensuring compliance with banking regulations. You contribute to a customer-centric environment and uphold the company’s mission to provide financial solutions across life stages.

Compensaciones / Incentivos
- Hybrid work model (for eligible positions)
- Base salary plus incentive compensation/commission
- Equal Opportunity Employer

Responsabilidades
- Sell monthly targets of banking products (deposit accounts, credit cards, personal loans, protection plans, credit lines, CDs, IRA, commercial accounts and services)
- Promote cross-selling and campaign-driven products




- Participate in special promotions and events
- Provide exceptional customer service during account openings and problem resolution
- Follow standard operating procedures and Quality Service Standards
- Complete transactions and documents in accordance with banking regulations (BSA/AML and corporate guidelines)
- Note: no supervisory responsibilities

Requisitos principales
- Three years of sales experience
- Bachelors Degree in Accounting or Finance
- Insurance Licenses (if selling insurance products)
- Customer service orientation
- Cross-functional collaboration
- Regulatory/compliance awareness
- Knowledge of BSA/AML and banking regulations
- Sales and client needs assessment
- Campaign-driven product promotion

📌 Bank Consultant (La Coruña)
🏢 Popular Bank
📍 La Coruña