Job Title
Client Service Specialist – Puerto Rico
Functional Title
Teller/Universal Banker
Banesco USA is seeking a
Client Service Specialist – PR
for our the Banesco USA location in Puerto Rico.
Primary Job Duties
Responsible for teller duties which include processing deposits/withdrawals, night deposit, ATM, loan repayments, cashier checks, etc. and balancing at the end of the day.
Processing the transactions accurately, ensuring required documents are presented and processes with the transaction in compliance with the bank's policies and procedures and Reg. CC.
Assists with night deposit duties which include but not limited to logging bags, processing deposits, issuing receipts and returning bags to customers.
Responsible for branch functions using dual control, including opening and closing of the branch; assists in balancing vault currency and coin, also balance ATM Machines and replenish them as needed.
Responsible for opening new accounts, maintaining and closing accounts ensuring the proper documentation is obtain from customer in order to be in compliance with the bank's policies and procedures.
Assists customers with the selection of the bank's products and services and analyzes customer's account activities to determine cross-selling opportunities to expand and retain the customer's business.
Responsible for referring business, loans and other products and services to the corresponding manager or banker.
Ability to cold-call new opportunities to capture new deposits and referrals to achieve the established goals.
Responds to inquiries from both internal and external customers in reference to customers' accounts and/or transactions ensuring completeness of inquiries.
Responsible for completing on a timely basis all requests from BSA, answering KYC, ECS and RFI's on a timely basis.
Responsible of processing NSF and overdraft processing; holds and stop payments; acceptance and research procedures for a variety of legal processes; ATM duties; documentation and procedures required for accounts involving the death of account holder(s); incoming and outgoing collections; incoming and outgoing wires requests.
Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.
Provide support and coverage to other South Florida branches as needed.
Responsible for completing annual training program assigned.
Performs other functions and/or duties as assigned.
Job Requirements
Education: High School degree or equivalent experience.
Experience: Two (2) years of experience in the Retail banking or cash handling field.
Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages.
Strong verbal and written communication skills, ability to communicate at all levels of the organization.
Strong attention to detail and accuracy, the ability to multi-task, with strong organization, time-management and prioritizing skills.
Strong customer service skills, ensuring satisfaction of both internal and external customers.
Knowledge of selling and cross-selling techniques to provide customers with the bank's products and services.
Basic knowledge of related State and Federal banking compliance regulations and branch operational policies.
Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank's policies and procedures.
Benefits
Competitive salary.
PTO.
Tuition reimbursement.
Paid parental leave.
Medical, Dental, Vision.
401k match.
Life Insurance.
Supplemental Insurances.
Short-Term & Long-Term Disability Benefits.
About Us
Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 16 countries.
As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today's world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world.
Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.
At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.
