Retail Banking Call Center Associate

Oriental Bank

United States

On-site

USD 24,000 - 42,000

Full time

10 days ago

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Job summary

Oriental Bank in Puerto Rico is seeking an Associate for Retail Channels (Call Center - Mortgage). You will deliver high-quality service to borrowers, answer questions, explain digital options, and support sales through referrals.

Ideal candidates have at least 1 year of customer service experience, are bilingual, and comfortable navigating banking systems. This on-site role requires strong communication, problem solving, and meticulous record-keeping.

Qualifications

  • Requires Associate or Bachelor's degree in Business Administration or related field.
  • At least 1 year of customer service or call center experience; retail preferred.
  • Bilingual English and Spanish required; strong communication and documentation skills.
  • Proficient with MS Office and comfortable with banking products.

Responsibilities

  • Deliver exceptional customer service through effective questioning and listening.
  • Educate customers on digital channels and self-service options.
  • Handle inquiries in call center and refer to sales when appropriate.
  • Ensure transactions comply with regulatory standards.
  • Document calls in bank systems and escalate as needed.
  • Identify cross-selling opportunities and support internal customers.

Skills

Customer service
Interpersonal skills
Problem solving
Documentation
Telephone etiquette
Active listening
Communication
Multitasking
Bilingual English/Spanish

Education

Associate or Bachelor's degree in Business Administration or related field

Tools

MS Office

Job description

Oriental Bank in Puerto Rico is seeking an Associate for Retail Channels (Call Center - Mortgage). You will deliver high-quality service to borrowers, answer questions, explain digital options, and support sales through referrals.

Ideal candidates have at least 1 year of customer service experience, are bilingual, and comfortable navigating banking systems. This on-site role requires strong communication, problem solving, and meticulous record-keeping.

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