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Banking Operations Associate Jobs in Puerto Rico

Oriental Bank

Associate, Sales & Services

Guaynabo, PR

$15 - $20/hr

Receives bank visitors, provides information, and directs them to appropriate staff as necessary ... Availability and flexibility to adhere to branch schedule and operations. WORK AUTHORIZATION ...

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 ... Availability and flexibility to adhere to branch schedule and operations. WORK AUTHORIZATION ...

Bank of America

Relationship Banker

San Juan, PR · On-site

$18.25 - $23.75/hr

Responsibilities: * Executes the bank's risk culture and strives for operational excellence ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Oriental Bank

Associate, Retail Channels (Teller)

San Juan, PR · On-site

$15.75 - $19.50/hr

Promotes and provides information on the bank's products, services and channels. Identifies cross ... Availability to work based on the branch hours of operations, plus flexibility to work overtime ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Our mission is to provide unparalleled financial and operational guidance tailor-designed to ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Our mission is to provide unparalleled financial and operational guidance tailor-designed to ... Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience:

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Banking Operations Associate information

What is a banking operations associate?

Banking Operations Associates are professionals who support the daily functions of a bank by processing transactions, ensuring regulatory compliance, and maintaining accurate records. They handle tasks such as account management, reconciliations, data entry, and assisting with audits. Their role is crucial in ensuring efficient and secure banking operations, as they work closely with other departments to resolve issues and improve processes. Banking Operations Associates play a key part in maintaining the integrity and reliability of financial services.

What are the key skills and qualifications needed to thrive as a banking operations associate?

A Banking Operations Associate needs strong analytical abilities, attention to detail, and a solid understanding of banking procedures, often supported by a degree in finance, business, or a related field. Familiarity with banking software, transaction processing systems, and compliance tools is typically required, along with knowledge of industry regulations. Excellent organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies ensure accurate transaction management, regulatory compliance, and efficient support of daily banking operations.

What are some common challenges faced by banking operations associates, and how can they be effectively managed?

Banking Operations Associates often encounter challenges such as managing high transaction volumes, adhering to strict regulatory requirements, and coordinating across multiple departments to resolve discrepancies. Effective time management, attention to detail, and strong communication skills are essential to navigate these challenges. Additionally, staying updated on compliance policies and leveraging internal resources for support can help associates maintain accuracy and efficiency in a fast-paced environment.

What does a banking operations associate do at a bank?

A banking operations associate is responsible for processing transactions, maintaining account records, and ensuring compliance with banking policies. They often use banking software and may handle tasks such as verifying deposits, resolving account issues, and supporting daily banking functions to ensure smooth operations.

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

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

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

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

Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Puerto Rico as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Re-posted 28 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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