Banking Service & Operations Specialist

FirstBank Florida; Charlotte Amalie (United States Virgin Islands); On-site; USD 29,000 - 42,000; Full time

Job summary

FirstBank PR is seeking a Main Service Representative to coordinate daily tasks, assist in cash handling, and support branch management in Puerto Rico, the Virgin Islands, and Florida. This role emphasizes accurate monetary processing, customer service, and adherence to banking regulations.

The position requires experience as a teller, ability to work flexible hours, and strong interpersonal skills to promote products and assist clients with solutions.

Qualifications

• High School Diploma from an accredited institution and Technical courses related to the banking industry or an Associate's Degree from an accredited institution of higher learning.
• Two or more years of experience as a Service Representative/Teller
• Experience in assessing clients needs to promote, refer or cross sell various bank products and services
• Successful completion of the organization’s placement test and training program
• Ability to work flexible and non-traditional hours, including Saturday, Sunday and holidays

Responsibilities

• Supports Branch Management by coordinating and monitoring the procedures and duties performed by the Service Representatives, as well as receives and delivers cash.
• Performs duties of a Service Representative, such as, but not limited to processing monetary transactions, performing mechanized transaction/entries to the organization's informational systems.
• Supports the Branch Sales Assistant Manager and/or Unit Supervisor with the security systems monitoring tasks, like ATM and vault management.
• Performs accounting duties, including but not limited to the preparation of the daily consolidation, GL and accounting journal entries and preparation of checks.
• Manages the Cash Reserve, receiving the delivery of cash reserves, monitoring and controlling the service representatives' cash limits and tallying the reserve.
• Performs administrative duties including but not limited to maintenance of logs, performing and submitting results reports, security testing and informing management of irregularities.
• Attends and orients clients to promote the sales of service and products, as well as responds to inquiries and assists with implementation of solutions.
• Maintains a log of the work area documents and forms.
• Complies with all related laws and regulations including but not limited to Bank Secrecy Act, Truth in Savings, Truth in Lending and Community Reinvestment Act.
• Complies with the Branch Selling Culture, goals, working plans and administrative procedures including but not limited to the Total Quality Program.
• Contributes to Branch growth by applying the Selling Culture and OSS Program.

Skills

Customer service orientation

Analytical thinking

Teamwork

English language proficiency

Education

High School Diploma or Associate's Degree

Job description

FirstBank PR is seeking a Main Service Representative to coordinate daily tasks, assist in cash handling, and support branch management in Puerto Rico, the Virgin Islands, and Florida. This role emphasizes accurate monetary processing, customer service, and adherence to banking regulations.

The position requires experience as a teller, ability to work flexible hours, and strong interpersonal skills to promote products and assist clients with solutions.