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Banking Consultant Jobs in Puerto Rico (NOW HIRING)

Oriental Bank

Associate, Sales & Services

Guaynabo, PR

$15 - $20/hr

Receives bank visitors, provides information, and directs them to appropriate staff as necessary ... Excellent consulting, sales, and interpersonal skills. * Outstanding communication skills both in ...

Oriental Bank

Associate, Sales & Services

San Juan, PR

$14.75 - $19.50/hr

Finds integrated and alternative solutions while cross-selling bank products such as loans ... Excellent consulting, sales, and interpersonal skills. * Fully bilingual - English and Spanish ...

ProSidian Consulting

PR

... Banking & Financial Services, Transportation, and Federal/State Government Agencies. Learn More About ProSidian Consulting at www.ProSidian.com ProSidian Seeks a Senior Engineer Specialist | Civil ...

Popular

Manager I - Software Engineering

San Juan, PR · On-site

$120 - $170/hr

... banking applications. This role oversees application lifecycle management, production support ... Monitor consulting services, contractor performance, and vendor engagements to ensure effective ...

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Banking Consultant information

What are the key skills and qualifications needed to thrive as a banking consultant, and why are they important?

To thrive as a Banking Consultant, you need a solid understanding of financial products, banking regulations, and customer service, usually supported by a degree in finance, business, or a related field. Familiarity with core banking software, CRM systems, and certifications like Certified Financial Planner (CFP) can be valuable. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust with clients and resolve their financial needs. These skills are crucial for delivering tailored financial advice, ensuring regulatory compliance, and maintaining strong client relationships in a competitive banking environment.

What does a banking consultant do?

A banking consultant greets bank customers and gives advice regarding accounts and bank services. You advise customers on their savings account or the viability of an investment account. Your duties include answering customer questions about the bank’s financial services. Other responsibilities include maintaining a thorough knowledge of all services available at the bank, including lending options. You inform customers about how they can apply for specific bank services. You analyze a customer’s needs and make recommendations to customers based on their financial situation. You also prepare loan and credit applications for customers and help get them to the correct department.

What is the difference between Banking Consultant vs Loan Officer?

AspectBanking ConsultantLoan Officer
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFP or CFA are commonRequires a bachelor's degree; licenses such as NMLS are often necessary
Work EnvironmentAdvises clients on banking products, financial planning, and investment options, often in banks or consulting firmsWorks directly with clients to evaluate and approve loan applications, mainly in banks or lending institutions
Employer & Industry UsageUsed by banks, financial advisory firms, and consulting companiesPrimarily employed by banks, credit unions, and mortgage companies

While both roles involve working within the banking industry, a Banking Consultant focuses on advising clients on a range of financial products and strategies, whereas a Loan Officer specializes in evaluating and processing loan applications. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

How does a banking consultant typically collaborate with other departments to address client needs?

Banking Consultants work closely with various departments such as credit, risk, compliance, and operations to provide comprehensive solutions for clients. For example, when a client requires a loan, the consultant coordinates with the credit team to assess eligibility and structure the deal. They also liaise with compliance to ensure all transactions meet regulatory standards. This cross-functional collaboration ensures clients receive tailored services, and it offers consultants valuable exposure to different banking functions.

What is a banking consultant?

Banking Consultants are financial professionals who advise individuals or businesses on banking products and services, such as loans, accounts, and investment options. They assess clients' financial needs, recommend suitable solutions, and help with account management or financial planning. Banking Consultants may work in branches, corporate offices, or remotely to provide personalized support and ensure customer satisfaction. Their goal is to help clients make informed financial decisions and manage their money effectively.
More about Banking Consultant jobs

What are popular job titles related to Banking Consultant jobs in Puerto Rico?

For Banking Consultant jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Banking Consultant jobs in Puerto Rico look for?

The top searched job categories for Banking Consultant jobs in Puerto Rico are:

What are popular job titles related to Banking Consultant jobs in PR?

For Banking Consultant jobs in PR, the most frequently searched job titles are:

Banking Consultant jobs near you
Infographic showing various Banking Consultant job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, 2% Temporary, and 3% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution.

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Re-posted 27 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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