Top 33 Financial services Jobs in San Juan Pr

PERSONAL BANKER - DORAL
FirstBank Florida —San Juan, PR
- Basic math
- Mid-level
- Office
13d
Financial Planner Associate
Popular Bank —San Juan, PR
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
4d
Loan Officer (All Leads Provided)
Mortgage Company —San Juan, PR
- $36,000 - $195,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Opportunities for advancement
Quick Apply
BUSINESS RELATIONSHIP OFFICER - CORPORATE BANKING - FIRSTBANK PR
FirstBank Florida —San Juan, PR
- Spanish
- 5 years
- English
Advisor, Remote Network (Sales Concierge)
Oriental Bank in San Juan —Bayamón, PR
- Full-time
- Spanish
- Microsoft Outlook
- English
Head of Corporate Banking - Puerto Rico
Banesco USA —Hato Rey, PR
- Spanish
- Microsoft Excel
- 11+ years
Quick Apply
SALES AGENT - AUTO MARKETING (BAYAMON REGION) - FIRSTBANK PR
FirstBank Florida —San Juan, PR
- Spanish
- Dealership
- English
- Referral program
CASH MANAGEMENT SALES OFFICER - MIAMI
FirstBank Florida —Rio Piedras, PR
- Overtime
- Spanish
- Marketing
- Customer service
- Flexible schedule
Financial Planning Coordinator / Paraplanner
MassMutual Puerto Rico —San Juan, PR
- $35,000 - $45,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
Quick Apply
4d
Financial Planner, Puerto Rico
LearnLux —San Juan, PR
- Remote
- Spanish
- English
- Mid-level
Quick Apply
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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financial services jobs near san juan pr

PERSONAL BANKER - DORAL

FirstBank Florida -
San Juan, PR

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Job Details

13 days ago

Qualifications

Customer communication
Compliance with loan regulations
Basic math
Loan documentation
Productivity software

Full Job Description

PERSONAL BANKER

Essential Functions:

Ensure the branch production goals are met.
Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
Provide Treasury and Lending specialists with qualified referrals for cross-sell.
Conduct sales initiatives through adequate procedures.
Ensure effective customer retention and growth through ongoing sales and servicing initiatives.
Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
Prepare documents and assist customers in the signing of documents to process accounts.
Input information to create account data file of new accounts.
Perform any maintenance changes on existing customer’s account, such changes of address, title or rate changes.
Promote and answer questions regarding the various lending products the bank offers.
Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy.
Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers Systems.
Responsible for working supplies and ordering new accounts starter kits, if necessary.
Maintenance of all logs.
Make sure corresponding reports are completely on a timely manner.
Assist customers on overdraft and delinquent loans.
Perform all other related position function.
Serve as teller backup as needed.

Competencies:

Customer focus
Building strong relations
Communication
Business acumen
Problem analysis & solution
Ownership
Vision & values
Collaboration & teamwork

Required Education and Experience:

“Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.”

Three years banking experience or in a similar job is required or equivalent combination of education and experience
Good mathematical and communications skills
A formal training in banking products and/or processing new accounts
Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department
Strong knowledge of Microsoft Office

Preferred Education and Experience:

One year of related Personal Banker functions/Teller experience and/or two years of cash handling

Other Duties Disclaimer:

Please note this position profile is not designed to cover or include a comprehensive listing of activities, duties or responsibilities that are
required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

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financial services jobs in san juan pr

PERSONAL BANKER - DORAL

Financial Planner Associate

Loan Officer (All Leads Provided)

BUSINESS RELATIONSHIP OFFICER - CORPORATE BANKING - FIRSTBANK PR

Advisor, Remote Network (Sales Concierge)

Head of Corporate Banking - Puerto Rico

SALES AGENT - AUTO MARKETING (BAYAMON REGION) - FIRSTBANK PR

CASH MANAGEMENT SALES OFFICER - MIAMI

Financial Planning Coordinator / Paraplanner

Financial Planner, Puerto Rico

Empower Financial Planner

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