Bilingual Fintech Relationship Manager (Puerto Rico)

Zenus Bank International; San Juan (PR); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Zenus Bank International seeks a bilingual, service-oriented professional based in Puerto Rico to support relationships with fintech Program Managers using our banking and payments infrastructure.

This role emphasizes responsive service, discretion, and follow-through. We welcome junior candidates interested in applying a private banking approach to managing relationships. Prior client portfolio experience is preferred but not required.

Qualifications

• Fluency in English and Spanish with strong written and verbal communication.
• Based in Puerto Rico and available to work in person.
• Strong customer service skills, professionalism, and attention to detail.
• Discretion handling confidential information.
• Comfort with digital platforms and learning banking products.
• Interest in developing a career in relationship management, banking, or fintech.

Responsabilités

• Serve as the primary relationship contact for assigned Program Managers, learning their business models and banking needs.
• Coordinate onboarding and implementation with Compliance, Operations, Payments, Product, and Technology teams.
• Support day-to-day inquiries involving account services, payments, foreign exchange, and platform capabilities.
• Track service requests, coordinate issue resolution, and keep Program Managers informed.
• Prepare and participate in regular relationship reviews, documenting service needs and action items.
• Maintain accurate relationship records and follow-up activities in the CRM.
• Recognize opportunities for approved services to meet a Program Manager’s needs and coordinate with internal teams.

Connaissances

Bilingual English/Spanish

Customer service

Relationship management

CRM familiarity

Attention to detail

Outils

CRM systems

Description du poste

Zenus Bank International seeks a bilingual, service-oriented professional based in Puerto Rico to support relationships with fintech Program Managers using our banking and payments infrastructure.

This role emphasizes responsive service, discretion, and follow-through. We welcome junior candidates interested in applying a private banking approach to managing relationships. Prior client portfolio experience is preferred but not required.