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Banking Associate Jobs in Puerto Rico (NOW HIRING)

LexisNexis

Lexis Associate

San Juan, PR · On-site

Lexis Associate Student Representative-must be enrolled in law school for this position. LexisNexis ... We never request money or banking details from job applicants. Learn more about spotting and ...

LexisNexis

Lexis Associate

San Juan, PR · On-site

Lexis Associate Student Representative-must be enrolled in law school for this position. LexisNexis ... We never request money or banking details from job applicants. Learn more about spotting and ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...

PetSmart

PetsHotel Associate

Guaynabo, PR · On-site

$12.25 - $14.25/hr

Pets Hotel Associate About Life at PetSmart Our associates are the heart of Team PetSmart. Together, we're building the best team in retail through our values-based culture, connection, and teamwork.

New Balance

$17.75 - $17.90/hr

We foster a culture in which every associate feels welcomed and respected, where leaders and creatives are inspired to shape the world of tomorrow by taking bold action today. JOB MISSION Retail Sale ...

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Banking Associate information

What is a banking associate?

Banking Associates are entry- to mid-level professionals in banks or financial institutions who assist clients with their banking needs and support various operations, such as account management, loan processing, and customer service. They serve as the first point of contact for customers, handling inquiries, resolving issues, and ensuring compliance with regulatory requirements. Banking Associates often work alongside branch managers and other banking staff to provide seamless financial services and may also assist in sales and cross-selling of banking products.

What skills and qualifications are needed to be a banking associate?

To thrive as a Banking Associate, you need a solid understanding of financial products, customer service, and sales principles, often backed by a bachelor's degree in finance, business, or a related field. Familiarity with banking software, CRM systems, and compliance tools is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart in this role. These skills are essential for delivering excellent customer experiences, ensuring regulatory compliance, and achieving business targets within a competitive banking environment.

What challenges do banking associates face during their first year, and how can they overcome them?

Banking Associates often encounter a steep learning curve in their first year, especially when adapting to fast-paced environments and complex financial products. They may face challenges in managing multiple client accounts, meeting strict deadlines, and mastering industry-specific software. To overcome these hurdles, it's important to proactively communicate with team members, seek mentorship from more experienced colleagues, and take advantage of training resources provided by the bank. Building strong organizational skills and staying detail-oriented will also help Banking Associates succeed and grow within the role.

What is the difference between Banking Associate vs Bank Teller?

AspectBanking AssociateBank Teller
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, handling client accounts, administrative tasksBranch counter, direct customer service
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking branches, financial institutions
Common Search & ComparisonCustomer service, banking operations, financial productsCash handling, customer transactions, account inquiries

While both roles involve customer interaction within banking, Banking Associates typically handle a broader range of financial services and administrative tasks, often requiring more specialized knowledge. Bank Tellers focus primarily on cash transactions and basic customer service at the branch counter. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What level is a banking associate at a bank?

A banking associate is typically an entry-level or junior position within a bank, often requiring a high school diploma or bachelor's degree. The role involves customer service, account management, and basic banking operations, with opportunities for advancement to higher roles such as senior associate or specialist based on experience and performance.

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

The most popular types of Banking jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Banking Associate jobs?

Cities in Puerto Rico with the most Banking Associate job openings:

Banking Associate jobs near you

Associate, Remote Network (Virtual Teller)

Oriental Financial Services LLC

Bayamon, PR • On-site, Remote

$14 - $18.25/hr

Full-time

Re-posted 19 days ago

Job description

The Associate, Remote Network (Virtual Teller) provides extraordinary, friendly and dynamic service to customers through interactions that transcends a virtual/video face to face interactions. Position works on-site based in Bayamon, PR
MAJOR DUTIES & RESPONSIBILITIES:
  • Serves customer in a professional and exceptional, courteous, efficient manner through prompt handling of all teller functions.
  • Perform regular teller's transactions through electronic/remote interactions in compliance with bank policies and procedures.
  • Answers questions from prospects or customers and maintains excellent customer relations; directs customers to proper employees for answers to more complex problems and inquiries.
  • Works independently and utilizes effective problem solving skills to resolve issues; effectively uses knowledge of operating and security procedures in order to make on-the-spot transactions.
  • Multitasks by working with multiple software programs concurrently to complete a transaction, and communicating with more than one customer concurrently.
  • Identifies cross-selling opportunities, selling new or additional products or services that meet customers' needs, and makes appropriate referrals to other bank areas.
  • Performs end of day balancing according to procedures.
  • Adheres to security, audit, and compliance requirements.
  • May act as a mentor/trainer to new Virtual Tellers.
  • Communicates customer comments, issues and requests to the appropriate branch/department.
  • Clearly communicates the proper use of the Virtual Teller Station, handling customer's objections and anxiety to new technology.
  • Promotes benefits of the technology and ensures a positive experience.
  • Other duties may be assigned.

EDUCATION AND EXPERIENCE:
  • Associate or bachelor's degree in business administration or related field required.
  • One (1) year of customer service, call center or sales 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.
  • Excellent customer service, interpersonal, problem-solving and documentations skills required both verbal and written.
  • Requires good telephone etiquette, listening and communication skills.
  • Understanding of banking or financial products and services preferred.
  • Detail oriented and able to manage multiple priorities required.
  • Computer proficiency required. Knowledge of MS Office and other business applications preferred.
  • Bilingual, English and Spanish required.
  • Availability to work any day of the week based on the established hours of operations, plus flexibility to work overtime according to business needs is required.

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