Service Representative (Teller)

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

A Brief Overview

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.

Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned.

What You’ll Need to Succeed

• 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.
• 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.
• Performs end of day balancing and closing, enabling sending transactions to the Proof and Transit unit as per he required timetable.
• 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.
• Contributes to the Branch growth by applying the Sales Culture and OSS Program, achieving goals, working plans and following administrative procedures.
• Complies with the branch Sales Culture, identifying customer product and service needs and referring accordingly.
• Participates in internal and external sales activities.
• Perform greeter duties when needed.
• Performs administrative duties including but not limited to prepare daily transactions document, money counting and tally and filling documents.
• Assists branch and Retail & Business Banking in special projects and assignments.
• Proactively educate and guide customers on alternative banking channels (e.g., mobile app, online banking, ATMs) to reduce in-branch transactions and enhance customer convenience.

Competencies:

• Planning and organization
  
• Problem Solving
• Communication and interpersonal relations
• Initiative and creativity
• Effort and engagement
• Reading Oriented
• Teamwork
• Analytical thinking
• Customer Service
• Sales oriented
• Quality
• Accounting oriented

What You’ll Need:

• Six (6) months to one (1) year of experience working in a sales or customer service environment.
• A minimum of 24 credits toward an associate or bachelor’s degree, or coursework related to banking, is preferred.
• Candidates with a combination of practical experience, relevant training, and academic preparation may also qualify if they demonstrate the required skills and competencies.
• Basic mathematical skills.
• Experience working with cash registers, preferred.
• Excellent communication and written skills.
• Fully Bilingual preferable.
• Computer literate in the use of MS Office, Internet, and Banking tools.
• Available to work holidays, weekends, and flexible schedules. Also available to be transferred to other Branches within the geographical area.
• Organized, detail oriented and able to multitask. Also, the ability to evaluate, react and perform quick and error free.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.

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