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Banking Jobs in Puerto Rico (NOW HIRING)

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

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, 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 ...

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Banking information

What is banking?

Banking jobs refer to a wide range of positions within financial institutions such as banks, credit unions, and investment firms. These roles can include tellers, loan officers, financial analysts, branch managers, and more. People in banking are responsible for handling financial transactions, advising customers, managing accounts, and ensuring compliance with financial regulations. The industry offers diverse career paths, from customer service to investment banking. Working in banking often requires strong analytical, communication, and customer service skills.

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

To thrive in Banking, you need strong analytical abilities, financial acumen, and a background in finance, economics, or business, often supported by a relevant degree. Familiarity with banking software, financial modeling tools, and regulatory compliance systems is typically required. Excellent communication, integrity, and client relationship skills make professionals stand out in this field. These competencies are essential for managing financial products, ensuring compliance, and building trust with clients in a dynamic financial environment.

What are some common challenges faced by professionals working in banking, and how can they be managed?

Professionals in banking often encounter challenges such as meeting regulatory compliance, adapting to rapidly changing technology, and managing high expectations for customer service. Handling large volumes of sensitive financial data and staying updated with evolving financial regulations can be demanding. Effective time management, continuous learning, and strong communication within cross-functional teams are key strategies for managing these challenges. Many banks also provide regular training and support to help employees stay current and compliant.

What is the difference between Banking vs Loan Officer?

AspectBankingLoan Officer
Required CredentialsHigh school diploma or equivalent; some roles require degrees in finance or related fieldsHigh school diploma; often requires licensing or certification (e.g., NMLS)
Work EnvironmentBank branches, offices, online platformsBank branches, client meetings, online communication
Employer & Industry UsageFinancial institutions, banks, credit unionsBanks, mortgage companies, lending institutions
Common Search & ComparisonGeneral banking roles, customer service, financial servicesLoan 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?

Banking professionals' salaries vary based on role, experience, and location. Generally, roles such as investment bankers and financial managers tend to have higher compensation, often including bonuses and incentives, while entry-level positions may have more modest pay. Advanced skills, certifications, and working in major financial centers can also influence earnings.

What is a career in banking?

A career in banking involves working in financial institutions that provide services such as savings and checking accounts, loans, investments, and financial advising. Roles can include tellers, loan officers, financial analysts, and branch managers, often requiring strong customer service skills and knowledge of financial products. Many positions require relevant certifications or degrees and involve working in a fast-paced environment with regular business hours.

What types of jobs are in a banking?

Banking offers a variety of jobs including tellers, loan officers, financial analysts, branch managers, and compliance officers. These roles often require customer service skills, financial knowledge, and sometimes certifications such as a Series 7 or 63 for securities-related positions. Positions can be found in retail banking, commercial banking, investment banking, and other financial services environments.

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:

Infographic showing various Banking job openings in Puerto Rico as of August 2026, with employment types broken down into 2% As Needed, 85% Full Time, 11% Part Time, and 2% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution.

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Re-posted 19 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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