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Customer Service Representative
hace 2 meses
Job Title: Service Representative (Teller) – Part Time
About Us
At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our team is passionate about providing exceptional service and building strong relationships with our customers.
Job Summary
The Service Representative PT is responsible for attending to and processing Bank customers' daily paying and receiving transactions needs through identifying customer bank products and services needs and referring accordingly, providing service to customers following the satisfaction standards, complying with regulatory requirements and operational procedures, and complying with score card (banking products).
Key Responsibilities
- 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.
Requirements
- 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.
Equal Employment Opportunity
First Bank Puerto Rico is a proud to be an Equal Employment Opportunity Employer and takes affirmative action to employ Women, Protected Veterans, People with Disabilities and Minorities regardless of gender identity, sexual orientation, and any other legally protected status.
