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The Associate, Transactional Services performs a first contact level of customer support to corporate clients related to their depository accounts and other needs. Executes departmental, daily operational and administrative processes. Supports commercial banking Relationship Officers in achieving commercial objectives related to depository accounts. Interacts with new and existing customers, promoting increased bonding with the Bank and our services. Receives from clients their requests, claims and complaints and looks for answers or refers it to the corresponding area. Position will be working hybrid based in Oriental Center building, San Juan, PR.

Main Duties & Responsibilities:

• Assists as a liaison between the commercial customers and their banking needs, providing support to all procedures and practices established by management.

• Reviews and executes daily production reports.

• Receives, reviews, and conducts a preliminary investigation from corporate customers claims, complaints or requests; provides timely responses or refers for further investigations and keeps, follow up to resolutions.

• Executes and collaborates on all duties required before, during and after an account or customer opening.

• Coordinates with Branches to perform transactions requested by Corporate and Institutional Customers.

• Performs duties to respond Corporate and Institutional Customer’s needs and requests.

• Collaborates on administrative duties using different IT systems, platforms or tools, to accomplish unit responsibilities.

• Performs annual procedures evaluations and updates.

• Performs different transactions following the corresponding established procedures. Generates and/or updates the electronic client account file.

• Works with high volume and diversity of requests and maintain accountability for a successful accomplishment.

• Other duties may be assigned.

  Minimum Requirements:

• Bachelor’s degree in Business Administration, Finance, Accounting or related field required.

• Two (2) years of experience in operational support, Sales & Service, customer service or related required. Banking 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.

• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

• Excellent written and verbal communication skills in Spanish & English required.

• Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with clients is required.

  #Li-Hybrid

  Oriental is an Equal Opportunity Employer ( EEO Employer / Affirmative Action for Females / Disabled / Veterans )

Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment_privacy_policy_statement.pdf)

Compliance Posters

This may be the opportunity to change your life and take your career to the next level.

Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:

Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.

Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:

Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Política de Privacidad de Reclutamiento