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Associate Relationship Banker Jobs in Puerto Rico

Oriental Bank

Associate, Sales & Services

Guaynabo, PR · On-site

$15 - $20/hr

Continuously focused on developing new business relationships, while retaining and expanding ... Receives bank visitors, provides information, and directs them to appropriate staff as necessary.

Oriental Bank

Associate, Sales & Services

San Juan, PR · On-site

$14.75 - $19.50/hr

Finds integrated and alternative solutions while cross-selling bank products such as loans ... Continuously focused on developing new business relationships, while retaining and expanding ...

Oriental Bank

Associate, Facilities (Handyman)

San Juan, PR · On-site

$16.75 - $22.50/hr

Maintain bank offices, branches, warehouse facilities and their surroundings in a safe, clean and ... Maintain effective interpersonal relationships with employees, customers and suppliers. * Ability ...

New

Scientific Games

Accounting Clerk

San Juan, PR · On-site

$18.25 - $23.25/hr

Banking processing bank deposits, including trips to the bank. All associate finance entries. Keep ... relationships. Skills/Abilities:Ability to pay attention to detail. Must handle accounting ...

Scientific Games

Accounting Clerk

San Juan, PR · On-site

$18.25 - $23.25/hr

... to the bank. All associate finance entries. • Keep subsidiary ledger update. • Maintain ... working relationships. Skills/Abilities:Ability to pay attention to detail. • Must handle ...

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All JobsAssociate Relationship Banker JobsAssociate Relationship Banker Jobs in Puerto Rico

Associate Relationship Banker information

What is the difference between Associate Relationship Banker vs Customer Service Representative?

AspectAssociate Relationship BankerCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer financial certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, client meetings, financial advisingBank branches, call centers, customer support desks
Employer & IndustryFinancial institutions, retail banking

While both roles serve banking customers, Associate Relationship Bankers focus on building client relationships and offering financial products, whereas Customer Service Representatives primarily handle inquiries and transactions. The Associate Relationship Banker role involves more financial advising and relationship management, often requiring a deeper understanding of banking products. Both positions are essential in retail banking, but they differ in scope and responsibilities.

Is an associate relationship banker an entry-level position?

Yes, an associate relationship banker is typically considered an entry-level role in banking, often suitable for candidates with little prior experience. The position usually requires basic customer service skills and may involve on-the-job training to develop financial product knowledge and relationship management skills.

What does an associate relationship banker do?

An associate relationship banker assists customers with banking needs, such as opening accounts, processing transactions, and providing financial advice. They build and maintain client relationships, often using banking software and adhering to bank policies, to promote customer satisfaction and retention.

What are the most commonly searched types of Relationship Banker jobs in Puerto Rico?

The most popular types of Relationship Banker jobs in Puerto Rico are:

What are popular job titles related to Associate Relationship Banker jobs in Puerto Rico?

For Associate Relationship Banker jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Associate Relationship Banker jobs in Puerto Rico look for?

The top searched job categories for Associate Relationship Banker jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Associate Relationship Banker jobs?

Cities in Puerto Rico with the most Associate Relationship Banker job openings:

Associate Relationship Banker jobs near you
Infographic showing various Associate Relationship Banker job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Re-posted 19 days ago

Job description

The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals, and internal business units. The role focuses on delivering exceptional customer experience and efficiently managing the sales pipeline from initial contact through application submission. Position works hybrid and is based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Manage and respond promptly to assigned leads from digital channels, branches, internal units, and campaigns.
  • Qualify prospects and guide customers through the end-to-end mortgage process, maintaining appropriate follow-up cadence and meeting established SLAs.
  • Execute a consultative sales approach, recommending suitable mortgage products while building strong customer relationships and effectively handling objections.
  • Maintain accurate pipeline tracking and ensure all documentation is complete, accurate, and submitted in a timely manner.
  • Identify cross-selling opportunities and refer customers to other bank products and services as appropriate.
  • Ensure compliance with all applicable regulations, internal policies, and credit procedures.
  • Support business initiatives, team meetings, and continuous process improvement activities.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor's degree in Business, Finance, Accounting, Marketing, or related field required.
  • Two (2+) years of experience in mortgage sales 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.
  • Experience with mortgage operations systems strongly desirable with preference for candidates with Encompass platform experience.
  • Proficiency in CRM systems, as well as, MS Office (Word, Excel, PowerPoint) required.
  • Knowledge of bank credit policies and procedures.
  • Strong communication, analytical, and negotiation skills.
  • Customer service-oriented with strong teamwork capabilities.
  • Excellent organizational skills with the ability to prioritize workload and meet deadlines.
  • Available to work extended hours, as well as, weekends or holidays if needed.
  • Required written, verbal & spoken language skills: Spanish (Advanced) and English (Intermediate).

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)

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