The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals ...
The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals ...
Job Title Head of Corporate Banking - Puerto Rico Banesco USA is seeking a Head of Corporate Banking for our Corporate Banking Department at our Puerto Rico location. Primary Job Duties * Lead and ...
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Job Title Head of Corporate Banking - Puerto Rico Banesco USA is seeking a Head of Corporate Banking for our Corporate Banking Department at our Puerto Rico location. Primary Job Duties * Lead and ...
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
San Juan, PR · On-site
$18.25 - $23.75/hr
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key ...
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
San Juan, PR · On-site
$18.25 - $23.75/hr
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key ...
The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals ...
The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals ...
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
Receives bank visitors, provides information, and directs them to appropriate staff as necessary. * Responds to customer inquiries and requests regarding our products and services. Provide solutions ...
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
Receives bank visitors, provides information, and directs them to appropriate staff as necessary. * Responds to customer inquiries and requests regarding our products and services. Provide solutions ...
Associate, Sales & Services - At Large (Temporary)
San Juan, PR · On-site
$14.75 - $19.50/hr
Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests ...
Associate, Sales & Services - At Large (Temporary)
San Juan, PR · On-site
$14.75 - $19.50/hr
Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests ...
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, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests ...
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, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests ...
Wealth Management Client Associate- Bilingual Spanish
Guaynabo, PR · On-site
$14.50 - $20/hr
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that ...
Wealth Management Client Associate- Bilingual Spanish
Guaynabo, PR · On-site
$14.50 - $20/hr
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that ...
Banking Transactions: Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs. * Exceed Expectations: Anticipate and ...
Banking Transactions: Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs. * Exceed Expectations: Anticipate and ...
The Analyst, Commercial Credit is responsible for managing, analyzing, and transforming commercial banking data into actionable insights that support strategic and day-to-day decision-making. This ...
The Analyst, Commercial Credit is responsible for managing, analyzing, and transforming commercial banking data into actionable insights that support strategic and day-to-day decision-making. This ...
BUSINESS RELATIONSHIP OFFICER-AUTO WHOLESALE FINANCING-FIRSTBANK PR
San Juan, PR · On-site
$80 - $100/hr
Coordinates all bank efforts to generate new business with clients and prospects assigned. This position has budget responsibilities including asset generation (Loan products) in compliance with ...
BUSINESS RELATIONSHIP OFFICER-AUTO WHOLESALE FINANCING-FIRSTBANK PR
San Juan, PR · On-site
$80 - $100/hr
Coordinates all bank efforts to generate new business with clients and prospects assigned. This position has budget responsibilities including asset generation (Loan products) in compliance with ...
Banking division encompasses the US Loan Program, a direct and syndicated lending platform that engages with commercial and investment banks across the U.S. and across distinctive industries ...
Banking division encompasses the US Loan Program, a direct and syndicated lending platform that engages with commercial and investment banks across the U.S. and across distinctive industries ...
Associate, Retail Channels (Bilingual Teller)
Bayamon, PR · Hybrid
$13 - $16.25/hr
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 ...
Associate, Retail Channels (Bilingual Teller)
Bayamon, PR · Hybrid
$13 - $16.25/hr
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 ...
Bilingual Customer Service (Mortgage)
$14 - $17.50/hr
Promotes and provides information on the bank's products, services, and channels. Identifies cross-selling opportunities and refers the customer to the appropriate sales team member. * Receives ...
Bilingual Customer Service (Mortgage)
$14 - $17.50/hr
Promotes and provides information on the bank's products, services, and channels. Identifies cross-selling opportunities and refers the customer to the appropriate sales team member. * Receives ...
Associate, Retail Channels (Teller)
Bayamon, PR · On-site
$14.50 - $18/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
Associate, Retail Channels (Teller)
Bayamon, PR · On-site
$14.50 - $18/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
Bilingual Customer Service Representative
Bayamon, PR · On-site
$14 - $17.50/hr
Promotes and provides information on the bank's products, services, and channels. Identifies cross-selling opportunities and refers the customer to the appropriate sales team member. * Receives ...
Bilingual Customer Service Representative
Bayamon, PR · On-site
$14 - $17.50/hr
Promotes and provides information on the bank's products, services, and channels. Identifies cross-selling opportunities and refers the customer to the appropriate sales team member. * Receives ...
Associate, Retail Channels (Teller)
Dorado, PR · On-site
$14 - $17.50/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
Associate, Retail Channels (Teller)
Dorado, PR · On-site
$14 - $17.50/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
Associate, Retail Channels (Teller)
Dorado, PR · On-site
$14 - $17.50/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
Associate, Retail Channels (Teller)
Dorado, PR · On-site
$14 - $17.50/hr
The Associate, Retail Channel (Teller) is responsible for providing superior and efficient customer service that includes handling an array of transactional services as well as promoting bank ...
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.
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.
Analyst, US Loans (Commercial Underwriting & Portfolio Management)
San Juan, PR · On-site
$80 - $100/hr
Banking division encompasses the US Loan Program, a direct and syndicated lending platform that engages with commercial and investment banks across the U.S. and across distinctive industries ...
Analyst, US Loans (Commercial Underwriting & Portfolio Management)
San Juan, PR · On-site
$80 - $100/hr
Banking division encompasses the US Loan Program, a direct and syndicated lending platform that engages with commercial and investment banks across the U.S. and across distinctive industries ...
Banking information
What is banking?
What are the key skills and qualifications needed to thrive in banking, and why are they important?
What are some common challenges faced by professionals working in banking, and how can they be managed?
What is the difference between Banking vs Loan Officer?
| Aspect | Banking | Loan Officer |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles require degrees in finance or related fields | High school diploma; often requires licensing or certification (e.g., NMLS) |
| Work Environment | Bank branches, offices, online platforms | Bank branches, client meetings, online communication |
| Employer & Industry Usage | Financial institutions, banks, credit unions | Banks, mortgage companies, lending institutions |
| Common Search & Comparison | General banking roles, customer service, financial services | Loan processing, mortgage lending, credit analysis |
Banking is a broad industry encompassing various roles in financial services, while a Loan Officer specializes in evaluating and approving loan applications. Loan Officers focus specifically on lending processes within the banking sector, often requiring specialized licensing. Both roles are integral to banking operations but differ in scope and responsibilities.
Do banking professionals get paid a lot?
What is a career in banking?
What types of jobs are in a banking?
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 are popular job titles related to Banking jobs in Puerto Rico?
For Banking jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Banking jobs in Puerto Rico look for?
The top searched job categories for Banking jobs in Puerto Rico are:

Full-time
Re-posted 19 days ago
Job description
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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About Oriental
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Juan, PR, US
Year founded
1964