Job Information
FirstBank Puerto Rico Service Representative in San Juan, Puerto Rico
A Brief Overview The Service Representative is responsible for attending and processing Bank customer’s daily paying and receiving transactions needs through (1) identifying customer bank products and services needs and referring accordingly, (2) providing service to customers following the satisfaction standards, (3) complying with regulatory requirements and operational procedures (4) complying score card (banking products) What You’ll Need to Succeed ·Processes monetary transactions such as: check changing, money orders, saving and checking accounts withdraws and deposits, cash advances, loan, cars and mortgage payment, among others.·Performs debit/credit entries through bank teller system or manually during contingency situations.·Applies security measures, identifying and reporting irregularities and suspicious transactions as per defined in BSA and other requirements.·Applies internal control measures maintaining the registrar cash balances as established and referring transactions when authorization is needed.·Contributes to the Branch growth by applying the Sales Culture and OSS Program, achieving goals, working plans, and following administrative procedures. Complies with score card (banking products)·Complies with all related laws and regulations, including but not limited to Bank Secrecy Act, Truth in Lending, Truth in Savings, US Patriot Act and Community Reimbursement Act, among others.·Complies with the branch Sales Culture, identifying customer product and service needs and referring accordingly.·Performs an of day balancing and closing, enabling sending transactions to the Proof and Transit unit as per the required timetable.·Performs administrative duties including but not limited to prepare daily transactions document, money counting and tally and filling documents.·Completes FINCEN 104, CTR information forms, for cash and other transactions as defined in BSA operational procedures.·Complies with all operational activities and procedures related to his/her scope of responsibility.·Participates in internal and external sales activities.·Support the Sales area by answering phone calls and addressing service situations accordingly.·Perform greeter duties when needed.·Support the Branch Sales Assistant Manager with administrative tasks, as requested.·Assists branch and Sales and Distribution in special projects and assignments.·Participates in PEBO reviews by supporting the Branch Sales Assistant Manager gathering required information. Also responsible for implementing PEBO recommendations related to the sales area.What You’ll Need:A minimum of six (6) months of working experience in a sales or customer service environment.·Twenty-four (24) credits toward an Associate’s or Bachelor’s or Banking course or Technical Course.·Basic mathematical skills.·Experience working with cash registers, preferred.·Excellent communication and written skills.·Fully Bilingual preferable·Computer literate in the use of MS Office, Internet, and Banking tools.·Available to work holidays, weekends, and flexible schedules. Also available to be transferred to other Branches within the geographical area.·Organized, detail oriented and able to multitask. Also, the ability to evaluate, react and perform quick and error free.