Overview
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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 xhfqzwm 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 (Santander)
🏢 Popular Bank
📍 Santander