Associate, Retail Channels (Teller)

Oriental; Yauco (PR); On-site; USD 28,000 - 36,000; Full time

Job summary

Oriental in Puerto Rico seeks an Associate, Retail Channel (Teller) to deliver superior customer service and process a range of transactions while promoting bank products. This on-site role is based in Caguas, PR and requires attention to detail and compliance with policies.

The ideal candidate is bilingual (English/Spanish), customer-focused, and able to multitask in a fast-paced environment, maintaining accuracy and regulatory adherence throughout all duties.

Qualifications

• Associate degree or credits in Business Administration or related field.
• One year of retail, customer service, or cash handling experience.
• Fully bilingual English and Spanish (written and verbal).
• Basic math skills; detail oriented and able to manage multiple priorities.
• Analytical, proactive problem solving, organized and able to multitask with quality standards.

Responsibilities

• Provides high quality, efficient services to the customer base per procedures.
• Delivers courteous service to customers with precision following management procedures.
• Ensures transactions comply with policies and regulations.
• Handles deposits, withdrawals, checks, payments, transfers and cashier's checks.
• Prepares workstation and safeguards cash, keys and stamps.
• Maintains cash limits and cash management controls.
• Balances cash fund at end of shift; reports discrepancies.
• Maintains logs of transactions per procedures.
• Receives inquiries and refers to appropriate area as needed.
• Reports suspicious activity to management.
• Balances and reconciles transactions.
• Promotes bank products and cross-sells where appropriate.
• Other duties may be assigned.

Skills

Bilingual English/Spanish

Mathematical skills

Detail oriented

Multitasking

Analytical thinking

Education

Associate degree or equivalent credits in Business Administration or related field

Tools

MS Office

Visio

Job description

The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank products in accordance with established processes, guidelines and in strict compliance with applicable regulations. Position works on-site based in Caguas, PR.

MAIN DUTIES & RESPONSIBILITIES

• Provides high quality and efficient services to customer base adhering to all procedures and practices.
• Provides prompt, courteous and efficient services to the organization’s customers with precision and accuracy adhering to all procedures and practices established by management.
• Ensures and promotes compliance and that all transactions are executed strictly within the established operating policies and procedures, and adheres to all applicable guidelines, regulations, policies and procedures.
• Handle transactional services including, among others, deposits, withdrawals cashing checks, processing payments, transfers, sells manager/ officers checks following aligned with Bank’s policies and procedures.
• Ensures workstation is fully prepared to execute transactions. Keeps established controls over keys, stamps and cash assigned.
• Ensures compliance with cash management and maintaining cash limits established.
• Balances the cash fund at the end of each shift and reports any discrepancies to the supervisor.
• Maintains logs and registers transactions per established procedures.
• Receives claims or inquiries from customers or potential customers. Manages those within their scope and refers others to the appropriate area.
• Reports and escalates to management any suspicious transaction or activity observed within the Branch.
• Balance and reconciliation of transactions.
• Promotes and provides information on the bank’s products, services and channels. Identifies cross-selling opportunities and refers customer to peers and team members.
• Other duties may be assigned.

MINIMUM REQUIREMENTS

• Associate, technical degree or approved credits in Business Administration or related field required.
• One (1) year of retail, customer service or cash register experience required.
• Minimum education and experience required can be substituted with the equivalent combination of education, training, and experience that provides the required knowledge, skills and abilities.
• Fully bilingual: English and Spanish (written and verbal) preferred.
• Basic mathematical skills required. Detail oriented and able to manage multiple priorities required.
• Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards.
• Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
• Proficiency in MS Office (Excel, Word) and other business applications such as Visio among others.
• Availability to work based on the branch hours of operations, plus flexibility to work overtime according to business needs is required.

WORK AUTHORIZATION & ELEGIBILITY

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement

Compliance Posters