Telephone Banking Consultant

Popular Guaynabo
financial rico credit puerto rico islands people sales loans credit cards dreams resiliency community generate
January 22, 2023

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; this is why 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

General Description

Receive and generate calls to customers and prospective clients, to guide and offer the Popular products. Identify the needs of each client in order to achieve sales goals. Among the products to offer, there are the following: loans, credit cards, reservation lines, IRA accounts, among others. Comply with the assigned work schedule and with the measurement requirements established by the unit. This position has incentives if sales metrics or goals are met.

Essential Duties and Responsibilities

Analyzes customer needs and evaluate the different Popular products alternatives available to meet them. Guide and offer the customer to the right products. Promotes the cross-selling of financial products and services. Provide information on products and services offered by Popular, such as loans, credit cards, lines of credit, payments to suppliers, balance inquiries and others.

Minimum Education

24-60 Bachelor's degree credits approved


At least two years of related experience.

Other Qualifications

  • Excellent customer service skills, including telephone skills and telephone etiquette.
  • PC Skills including knowledge of Windows Microsoft Office Applications (Word, Excel, Power Point, etc).
  • Detail oriented with analytical skills.
  • Excellent oral and written communication skills in English and Spanish.

Work Schedule

Monday to Friday from 9:00AM to 6:00PM.


AccountabilityAnalytical DisciplineCollaboration & TeamworkChange AgentCustomer CentricSelf DevelopmentBusiness ExcellenceCharacter

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)

(1) In general, people are considered fully vaccinated: ±

2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or

2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine

Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us at 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.


Popular is an Equal Opportunity Employer

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