Private Banking Service Officer - Hato Rey at Popular Bank in San Juan, Puerto Rico

Job Description:

Position Title: Private Banking Service Officer - Hato Rey

Date: Mar 11, 2025

Location: San Juan, PR

Company: Popular Bank

Full Time Job Opportunity

General Description

Develop and maintain relationships of trust and loyalty with the entire portfolio of Popular One clients particularly customer who receive tax benefits permissible under Act 60 (previously Act 20 and 22 of 2012).  Provide excellent service through a personalized relationship with clients. Work as a team with the Private Banker, colleagues in the unit, and other areas of the Institution such as: Popular Securities, Popular Risk Services, Popular Insurance, Fiduciary Services, Popular Mortgage, Popular Auto, and others with the purpose of supporting and executing requests received from our clients. Address the financial needs of the client, monitor transactions and claims, while complying with the rules and operational procedures established by the Institution.

Essential Duties and Responsibilities

• Open deposit accounts in PICS. Open CDs and IRAs in PISYS.
• Document DCI for each open account.
• Provide follow-up to clients to ensure they send all required documents for transactions and products, and that these documents have the corresponding signatures.
• Make transfers between accounts (PCAS or Telepago) and wire transfers in the MTS (Money Transfer System) system.
• Register and complete credit applications in ACAPS system. Follow-up to credit decisions is required.
• Use TCS tool to assist clients with credit card requests.
• Check daily overdrafts and contact clients to decide to cover balances before 10AM.
• Carry out collections for client portfolios to minimize losses. Refer to the Private Banker the cases that need their intervention. Document each case in the CACS system.
• Register customer claims and complaints in PCAS.
• Follow up on claims and other requests that allow us to exceed customer expectations.
• Keep clients informed of what is being worked on to develop and maintain relationships of trust and loyalty.
• Assist customers in Mi Banco with the unlocking and rest of passwords and / or security questions through the CSR Tool application and ATH Móvil.
• Document every interaction with customers in the Salesforce CRM system.
• Contact clients to analyze and document situations that arise regarding BSA transactions, (JIRA) and other reports.
• Generate courtesy calls to customers, send birthday cards and appreciation notes for notable events.
• Access the Web AMMO/Mobius application to obtain account statements requested by clients.

*This job has no supervisory responsibilities.

Education

Bachelor’s degree in Finance, Accounting, or Business Administration, (preferable) or related.

Experience

Two (2) years of experience in sales or service functions, preferably in banking products.

Other Qualifications

• Knowledge of the Bank's deposit and credit products and services.
• Excellent customer service and sales skills.
• Knowledge of the process of opening banking products such as: checking accounts, reserve lines, credit cards, IRAs, ATH, Telepago, etc.
• Excellent teamwork skills, interpersonal relationships, and negotiation.
• Knowledge of platform systems, PISYS, PICS, ACAPS, Salesforce and MTS.
• Elevated level of organization to establish priorities, work with multiple tasks, meet deadlines, and be flexible to change.
• Ability to work under pressure with minimum supervision.
• Knowledge and proficiency in MS Office programs: Word, Excel, Outlook, and PowerPoint.
• Advanced oral and written communication, both in English and Spanish.

Location

The location of this position is at Popular Center in Hato Rey. The Private Banking Service Officer must be available to cover at other branches when it is required.

Values

Passion for PeopleSucceed TogetherOwn Every MomentBuild the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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