Identify opportunities to cross-sell banking products and services to clients, such as accounts ... Supervisory experience in call center environment is highly-desirable. * Minimum education and ...
Identify opportunities to cross-sell banking products and services to clients, such as accounts ... Supervisory experience in call center environment is highly-desirable. * Minimum education and ...
Ensures adherence to all applicable banking regulations, compliance requirements, and internal ... Minimum of two (2) years of relevant experience in a call center environment required. * The ...
Ensures adherence to all applicable banking regulations, compliance requirements, and internal ... Minimum of two (2) years of relevant experience in a call center environment required. * The ...
Associate, Sales and Mortgage Expert (SAME)
San Juan, PR · On-site
$13.75 - $18.75/hr
Effective multitaskers who enjoy working in a fast-paced environment and can provide superior ... Strict compliance with the Bank's "Know Your Customer" and Anti Money Laundering" procedures.
Associate, Sales and Mortgage Expert (SAME)
San Juan, PR · On-site
$13.75 - $18.75/hr
Effective multitaskers who enjoy working in a fast-paced environment and can provide superior ... Strict compliance with the Bank's "Know Your Customer" and Anti Money Laundering" procedures.
Contribute to scalable and reusable solutions that combine RPA, data, AI, and analytics within enterprise environments. * Maintain code, scripts, and automation components following best practices ...
Contribute to scalable and reusable solutions that combine RPA, data, AI, and analytics within enterprise environments. * Maintain code, scripts, and automation components following best practices ...
Analyst, Information Technology (Data Engineer)
San Juan, PR · On-site
$112K - $134K/yr
... banking and financial services data domains, including customer, account, transaction, and product data. This role operates within a regulated financial services environment and partners closely with ...
Analyst, Information Technology (Data Engineer)
San Juan, PR · On-site
$112K - $134K/yr
... banking and financial services data domains, including customer, account, transaction, and product data. This role operates within a regulated financial services environment and partners closely with ...
Associate, Team Lead, Retail Channels (ATL)
Bayamon, PR · Remote
$15.25 - $17/hr
Two (2) years of customer service / call center environment experience required. * Minimum education and experience required can be substituted with the equivalent combination of education, training ...
Associate, Team Lead, Retail Channels (ATL)
Bayamon, PR · Remote
$15.25 - $17/hr
Two (2) years of customer service / call center environment experience required. * Minimum education and experience required can be substituted with the equivalent combination of education, training ...
PR · On-site
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
PR · On-site
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
Financial Associate
San Juan, PR · On-site
... business environment of Puerto Rico. Our mission is to provide unparalleled financial and ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:
Quick apply
Financial Associate
San Juan, PR · On-site
... business environment of Puerto Rico. Our mission is to provide unparalleled financial and ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:
Patient Collection Associate (San Juan, PR)
San Juan, PR · On-site
$17.25 - $23.50/hr
This position requires to work within a dynamic environment where work assignments change ... Handle important data and information for bank reports and bank POS machine process and update.
Patient Collection Associate (San Juan, PR)
San Juan, PR · On-site
$17.25 - $23.50/hr
This position requires to work within a dynamic environment where work assignments change ... Handle important data and information for bank reports and bank POS machine process and update.
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
... complex environments, and placement of manholes for underground transmission lines * Responsible for physical design including duct bank layouts, development of trenchless designs, cable pulling ...
Financial Associate
San Juan, PR · On-site
... business environment of Puerto Rico. Our mission is to provide unparalleled financial and ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:
Quick apply
Financial Associate
San Juan, PR · On-site
... business environment of Puerto Rico. Our mission is to provide unparalleled financial and ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:
Patient Collection Associate (San Juan, PR)
San Juan, PR · On-site
$17.25 - $23.50/hr
This position requires to work within a dynamic environment where work assignments change ... Handle important data and information for bank reports and bank POS machine process and update.
Patient Collection Associate (San Juan, PR)
San Juan, PR · On-site
$17.25 - $23.50/hr
This position requires to work within a dynamic environment where work assignments change ... Handle important data and information for bank reports and bank POS machine process and update.
Project Manager
San Juan, PR · On-site
$50K/yr
... with banking and processing partners, network value-added services, and global expansion projects. The ideal candidate thrives in fast-moving environments, can translate ambitious goals into ...
Project Manager
San Juan, PR · On-site
$50K/yr
... with banking and processing partners, network value-added services, and global expansion projects. The ideal candidate thrives in fast-moving environments, can translate ambitious goals into ...
... environment What You Must Have - Bachelor's Degree - 7 years of combined experience in Consulting and the Insurance industry What Sets You Apart - Bachelor's Degree in Actuarial Science, Banking and ...
... environment What You Must Have - Bachelor's Degree - 7 years of combined experience in Consulting and the Insurance industry What Sets You Apart - Bachelor's Degree in Actuarial Science, Banking and ...
EDW Application Architect, Sr
Florida, PR · On-site +1
... banking or financial services domain. * Proficiency in software architecture patterns, data ... Ability to work in a fast-paced environment, handle multiple priorities and effectively prioritize ...
EDW Application Architect, Sr
Florida, PR · On-site +1
... banking or financial services domain. * Proficiency in software architecture patterns, data ... Ability to work in a fast-paced environment, handle multiple priorities and effectively prioritize ...
PR · On-site
$16.25/hr
... mobile banking and other remote channels of banking. Assist members and explains all PenFed ... Work Environment While performing the duties of this job, the employee is regularly exposed to an ...
PR · On-site
$16.25/hr
... mobile banking and other remote channels of banking. Assist members and explains all PenFed ... Work Environment While performing the duties of this job, the employee is regularly exposed to an ...
PR · On-site
$16.25/hr
... mobile banking and other remote channels of banking. Assist members and explains all PenFed ... Work Environment While performing the duties of this job, the employee is regularly exposed to an ...
PR · On-site
$16.25/hr
... mobile banking and other remote channels of banking. Assist members and explains all PenFed ... Work Environment While performing the duties of this job, the employee is regularly exposed to an ...
Assistant Store Manager - T-Bird Mini
Rincon, PR · On-site
$18.15 - $21.15/hr
Perform banking, invoicing, payroll, and/or other administrative dutiesas requested, adhering to ... Ensures store is secure and safe; complieswith all safety and environmental guidelines. Report any ...
Assistant Store Manager - T-Bird Mini
Rincon, PR · On-site
$18.15 - $21.15/hr
Perform banking, invoicing, payroll, and/or other administrative dutiesas requested, adhering to ... Ensures store is secure and safe; complieswith all safety and environmental guidelines. Report any ...
Assistant Store Manager - Jiffy Mart
$18.59 - $21.80/hr
Perform banking, invoicing, payroll, and/or other administrative dutiesas requested, adhering to ... Ensures store is secure and safe; complieswith all safety and environmental guidelines. Report any ...
Assistant Store Manager - Jiffy Mart
$18.59 - $21.80/hr
Perform banking, invoicing, payroll, and/or other administrative dutiesas requested, adhering to ... Ensures store is secure and safe; complieswith all safety and environmental guidelines. Report any ...
Bank Environmental information
What is a bank environmental professional?
What are some common challenges faced by professionals in bank environmental roles, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a bank environmental specialist, and why are they important?
What is the difference between Bank Environmental vs Bank Compliance Officer?
| Aspect | Bank Environmental | Bank Compliance Officer |
|---|---|---|
| Required Credentials | Environmental certifications, environmental science degrees | Compliance certifications, banking regulations knowledge |
| Work Environment | Environmental assessments, field inspections, office work | Policy review, audits, regulatory reporting |
| Employer & Industry Usage | Financial institutions with environmental initiatives | All banking institutions ensuring regulatory adherence |
Bank Environmental professionals focus on environmental impact assessments and sustainability initiatives within banks, often requiring environmental science credentials. In contrast, Bank Compliance Officers ensure banks follow financial regulations and internal policies, requiring compliance certifications. While both roles operate within banking, their core responsibilities and expertise differ, with Bank Environmental roles emphasizing environmental issues and Bank Compliance Officers focusing on regulatory adherence.
What are popular job titles related to Bank Environmental jobs in Puerto Rico?
For Bank Environmental jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Bank Environmental jobs in Puerto Rico look for?
The top searched job categories for Bank Environmental jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Bank Environmental jobs?
Cities in Puerto Rico with the most Bank Environmental job openings:

Full-time
Re-posted 16 days ago
Job description
MAJOR DUTIES & RESPONSIBILITIES:
- Manage high-value customer relations and offer the right solutions by understanding the true needs and by providing concierge-type service. Provide personalized and caring experiences.
- Identifying potential new clients and working with them to build a lasting relationship to manage their wealth.
- Identify opportunities to cross-sell banking products and services to clients, such as accounts, mortgages, insurance, and investment products, to maximize revenue and deepen client relationships.
- Offer personalized financial advice and solutions tailored to the client's financial management objectives, including investment options. Anticipate and resolve client requests to exceed expectations.
- Assist clients with their banking transactions and service requirements while building relationships and helping identify financial needs.
- Promote agents' anticipation and resolution of client requests to exceed expectations, no matter how small or large the request.
- Make sure high-value customers are aware of all we can do, to make their financial lives better.
- Be self-sufficient in developing creative solutions to complex challenges presented by customers.
- Be willing to assume risk and make decisions when critical or urgency emerges.
- Cultivate, and create strong, authentic, and trusted relationships between the team and customers.
- Comply and exceed engagement and service level performance targets.
- Re-engage inactive high-value customers.
- Use negotiation talents to solve service issues, provide financial solutions and provide expert advice towards customers' needs.
- Position himself as the customer owner by making sure any issue escalated or referred to other areas is solved with agility and priority.
- Make sure the team follows up on any open issue, referral, or consultation until it is solved and confirm customer satisfaction no matter if the issue was assigned to others.
- Grow relationships and generate additional product bonding and generate referrals from satisfied customers.
- Strengthen bank relationships with clients and the team, utilizing excellent communication techniques, professional projection, and image.
- Stay updated on economic trends, the stock market, and relevant topics to engage in customer conversations.
- Calls on prospective and existing customers to develop professional relationships; solicit new business. Follows up after the initial service or sales encounter.
- Oversee the comprehensive management of Elite segment clients, including onboarding processes, proactive follow-up, and ongoing maintenance. Ensure compliance with the institution's defined quality and service standards, delivering a differentiated experience through the Concierge program.
- Lead the team in the effective implementation of institutional cross-selling and deepening strategies, aimed at strengthening relationships with Elite clients. Promote engagement with Oriental by fostering long-term relationships and maximizing the bank's value proposition.
- Participate in training programs, certifications, or required licenses to support specialized functions, ensuring that critical knowledge and competencies remain up to date.
- Encourage active team participation in initiatives targeting Concierge segment clients, with the goal of strengthening relationships, fostering authentic connections, and delivering meaningful experiences that enhance the customer journey and promote long-term loyalty.
- Facilitate collaboration across service lines, ensuring the team responds effectively to operational demands from areas such as Onboarding, Concierge Line, Elite, among others. Guarantee comprehensive coverage, service continuity, and a frictionless client experience.
- Supervise and support the professional development of the team, ensuring their participation in training programs, certifications, and required licenses to keep key competencies and specialized knowledge current.
- Represent the Concierge team in activities, fostering strong and lasting relationships with program clients through personalized and proactive service.
EDUCATION AND EXPERIENCE:
- Bachelor's degree in Business Administration, Finance or related field required.
- At least three (3) years' experience in a financial services company or related work of management required. Supervisory experience in call center environment is highly-desirable.
- 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.
- Fully bilingual - English and Spanish (verbal and written) required.
- Excellent consulting, sales, interpersonal and communication skills (written and public speaker).
- People oriented - deals effectively with clients of diverse social and gender groups.
- Strong analytical, decision making and problem-solving skills.
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)
Recruitment Privacy Statement
Compliance Posters