Customer Service Representative

hace 2 semanas


San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo
Financial Solutions Specialist

We are seeking a highly motivated and results-driven Customer Service Representative to join our team as a Financial Solutions Specialist. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients by resolving their inquiries and issues in a timely and professional manner.

About Us

At Popular Bank, we have been evolving since our founding over a century ago. From a small bank, we have grown into a leading financial institution with a wide range of services and solutions that cater to the diverse needs of our customers across Puerto Rico, the United States, the Caribbean, and Latin America.

Job Description

Your primary responsibility will be to interact with customers to provide them with information and assistance in response to their inquiries, ensuring that they receive the best possible service. You will research and resolve their service-related problems accurately and promptly. Additionally, you will work with a sense of urgency on referred requests, completing them on the same day whenever possible and handling them according to the priorities established by our service agreements.

Key Responsibilities:
  • Handle multiple systems and applications to complete assigned tasks according to the businesses served by the unit.
  • Work with a sense of urgency on referred requests, completing them on the same day whenever possible and handling them according to the priorities established by our service agreements.
  • Digitize documents worked on.
  • Advise clients on the terms and conditions of approval of their application.
  • Coordinate disbursement according to the terms agreed with the client.
  • Guide the client through the disbursement process.
  • Call customers to follow up on their credit application, validate evidence or guidance on pending documents to be received.
  • Maintain effective communication with colleagues from other areas, branches, telemarketing, help desk, among others, for the effective handling of applications.
  • Handle additional unit-related tasks as required.
Requirements:
  • A minimum of 1 year of experience in customer service.
  • Positive and proactive attitude, willingness to listen, understand, and solve clients' needs to offer the best alternative according to their requirements.
  • Fluency in English and Spanish, both oral and written.
  • Excellent communication and interpersonal skills.
  • Ability to handle objections over the phone.
  • Willingness to work under pressure and focused on achieving goals.
  • Ability to prioritize, work with multiple tasks simultaneously, and adapt to changing needs.
  • Willingsness to travel outside of Puerto Rico.
Salary

The estimated salary for this position is between $40,000 and $60,000 per year, depending on experience and qualifications. We offer a competitive compensation package, including benefits such as health insurance, retirement plans, and paid time off.



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