Job description
At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career?
Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.
Come and join our community!
Job Type
General Description
Analyze the financial situation of a client, through a holistic approach, to identify risks and opportunities and develop the financial strategies needed to help clients to achieve their needs and goals.
Essential Duties and Responsibilities
- Use the financial planning methodology to advise clients on how to achieve their financial objectives, considering their life cycle stage, actual financial situation, and needs. Increase customer relationships, services, products, and profitability.
- Offer advice to the client in an integrated manner, through the collaboration of work teams composed of employees from different specialties or lines of business of the Bank and other Popular companies.
- Develop and maintain relationships of trust and loyalty.
Education
Bachelor in Business Administration with concentration in: Accounting, Economics, Finance, Financial Planning or Management.
Experience
Minimum of three (2) years of experience with financial products and services, insurance business, business development, laws, regulations and state and federal regulations that govern the financial industry.
Certifications/Licenses
Preferably CFP, MBA, CPA, or JD certifications.
Other Qualifications
- Client relationship and service skills
- Sales skills
- Teamwork skills, interpersonal relationships, and negotiation.
- Analytical reasoning
- Excellent oral presentation skills and effective meeting management.
- Technical knowledge of investments, trusts, testaments, insurance, contributions on income and flow, budgets, business succession, individual credit, and retirement plans.
- Knowledge of banking products and services.
- High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.
- Task coordination and problem solving.
- Ability to work under pressure with a minimum of supervision.
- Writing skills and presentation creation.
- Availability to attend, during and outside regular working hours, activities, presentations, and other initiatives of interest to customers.
- Identify problems, analyze their causes, and solve them in a timely, accurate and efficient manner.
- Knowledge and mastery of MS Office: Word, Excel, Power Point and Outlook.
- Mastery of English. Excellent oral and written communication, both in Spanish and English
Region Locations
Puerto Rico
Work Schedule
Competencies
Additional Requirements
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
If you have a disability and need assistance with the application process, please contact us asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you are a California resident, please click here to learn more about your privacy rights.
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Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
Job Segment: Financial Sales, Outside Sales, MBA, Business Development, Sales, Management
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