Home
/
Comprehensive
/
Service Representative
Service Representative-March 2024
San Juan (Pool)
Mar 27, 2026
About Service Representative

  Job Summary:The Service Representative is responsible for attending and processing Bank customer’s daily paying and receiving transactions needs through (1) identifying customer bank products and services needs and referring accordingly, (2) providing service to customers following the satisfaction standards, (3) complying with regulatory requirements and operational procedures (4) complying score card (banking products)Essential 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. C omplies 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 en of day balancing and closing, enabling sending transactions to the Proof and Transit unit as per he 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.Other Responsibilities:• 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 to implement PEBO recommendations related to sales area.Minimum 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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Medical Assistant Senior - Oregon Medical Group
$4,000 Sign on Bonus for External Candidates Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will
Rebar Drafting Trainee - Construction 1
*Basic Job Functions:* Safety is the most important part of all jobs within Nucor; therefore, candidates must be able to demonstrate the ability to initiate, lead, and uphold safety policies, practic
Network Engineer - Priority Incident Response Team (Split Shift Thu-Mon)
Job Number 24010882 Job Category Information Technology Location Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States Schedule Full-Time Located Remotely? Y Relocation?
ROOM ATTENDANT - Kimpton Shane Hotel
Why We're Here We believe heartfelt, human connections make people's lives better. Especially the people who work here. Our founder, Bill Kimpton rebelled against impersonal, generic hospitality that
Assistant Manager
Employer: DRM Arby's Hourly Assistant Manager (45-Hour Work Week) Why should you join the DReaM Team? To be part of a family focused culture that allows you flexibility in your schedule to achieve yo
Director of Education - Early Childhood Education
Job Opening: The Malvern School is currently seeking candidates for a Director of Education position in the Robbinsville, NJ. This is a full-time position, Monday through Friday. What You Will Receiv
Preconstruction Estimator (MEP)
BrightView is a leader in landscape construction and environmental design, where excellence and growth go hand in hand. We are known for our dynamic corporate culture and our small community feel. At
Registered Dietitian
About this role: As a Dietitian with Fresenius Medical Care, you will be a valuable member of the interdisciplinary team and a part of a close-knit, collaborative team responsible for delivering uniq
Forcepoint Engineer
Our client is looking for a Forcepoint DLP (Data Loss Prevention) Engineer to provide engineering, installation, configuration and integration of Forcepoint products. Must be a US Citizen and be able
Sr. Strategic Customer Advisor B2B (part time possible), Amazon Business
Description This role can be offered in Munich, Berlin or Hamburg. Since 1994, Amazon has continuously expanded its product selection and innovated on behalf of customers in an on-going effort to ful
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved