MAIN DUTIES & RESPONSIBILITIES:

• Sells all business banking products via telephone.
• Responsible for achieving department sales and personal goals.
• Responds to Telemarketing Sales Rule (TSR) referred calls from existing or prospective customers with the intent to close sales.
• Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits, and loans.
• Completes accurate fulfillment documents for closed sales.
• Conducts frequent new customer satisfaction surveys.
• Maintains current on all bank products, policies, and procedures.
• Complies with state telemarketing regulations and department service quality standards.
• Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
• Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
• Other duties may be assigned.

MINIMUM REQUIREMENTS:

• Associate degree or technical certificate in Office, Business Administration or related field required.
• One (1) year of experience in sales, telemarketing or customer service required.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Knowledge in Microsoft Office (Word, Excel, PowerPoint, Outlook), required.
• Excellent communication skills, customer service, and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Good written and verbal communication skills in English and Spanish with a demonstrated ability to write communications clearly, concisely, and effectively required.

WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement

Compliance Posters

#LI-Hybrid