The Associate, Transactional Services performs a first contact level of customer support to corporate clients related to their depository accounts and other needs. Executes departmental, daily operational and administrative processes. Supports commercial banking Relationship Officers in achieving commercial objectives related to depository accounts. Interacts with new and existing customers, promoting increased bonding with the Bank and our services. Receives from clients their requests, claims and complaints and looks for answers or refers it to the corresponding area. Position will be working hybrid based in Oriental Center building, San Juan, PR.
Main Duties & Responsibilities:
Assists as a liaison between the commercial customers and their banking needs, providing support to all procedures and practices established by management.
Reviews and executes daily production reports.
Receives, reviews, and conducts a preliminary investigation from corporate customers claims, complaints or requests; provides timely responses or refers for further investigations and keeps, follow up to resolutions.
Executes and collaborates on all duties required before, during and after an account or customer opening.
Coordinates with Branches to perform transactions requested by Corporate and Institutional Customers.
Performs duties to respond Corporate and Institutional Customer's needs and requests.
Collaborates on administrative duties using different IT systems, platforms or tools, to accomplish unit responsibilities.
Performs annual procedures evaluations and updates.
Performs different transactions following the corresponding established procedures. Generates and/or updates the electronic client account file.
Works with high volume and diversity of requests and maintain accountability for a successful accomplishment.
Other duties may be assigned.
Minimum Requirements:
Bachelor's degree in Business Administration, Finance, Accounting or related field required.
Two (2) years of experience in customer service, administrative or related required. Banking experience required.
Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.
Excellent written and verbal communication skills in Spanish & English required.
Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with clients is required.
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Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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