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Online Banking Representative Jobs in Puerto Rico

LexisNexis

Lexis Associate

San Juan, PR · On-site

Lexis Associate Student Representative-must be enrolled in law school for this position. LexisNexis ... As a digital pioneer, the company was the first to bring legal and business information online with ...

LexisNexis

Lexis Associate

San Juan, PR · On-site

Lexis Associate Student Representative-must be enrolled in law school for this position. LexisNexis ... As a digital pioneer, the company was the first to bring legal and business information online with ...

PenFed Credit Union

PR · On-site

$16.25/hr

... PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and ... Perform various Universal Representative (UR) responsibilities that may include, but not limited to ...

PenFed Credit Union

PR · On-site

$16.25/hr

... PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and ... Perform various Universal Representative (UR) responsibilities that may include, but not limited to ...

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Online Banking Representative information

What does an online banking representative do?

An Online Banking Representative assists customers with their banking needs through digital channels such as email, chat, or phone. They help users navigate online banking platforms, resolve technical issues, and answer questions about account services, transactions, and security. Their goal is to provide efficient support, ensure customer satisfaction, and maintain the confidentiality and security of customer information. They may also guide customers through setting up online accounts and troubleshooting login problems.

What are the key skills and qualifications needed to thrive as an online banking representative?

To thrive as an Online Banking Representative, you need strong customer service abilities, attention to detail, and a basic understanding of banking processes, often supported by a high school diploma or equivalent. Familiarity with online banking platforms, CRM systems, and secure communication tools is typically required. Excellent problem-solving, active listening, and clear communication skills help representatives resolve customer issues efficiently and build trust. These skills are crucial for ensuring customer satisfaction, maintaining account security, and supporting the reputation of the financial institution.

How does an online banking representative typically collaborate with other departments to resolve complex customer issues?

As an Online Banking Representative, you will often work closely with teams such as IT support, fraud prevention, and account management to address and resolve customer concerns that go beyond standard inquiries. When customers encounter technical issues, security concerns, or account discrepancies, you’ll coordinate with these departments to gather necessary information and ensure timely solutions. Effective communication and documentation are essential, as you’ll serve as the liaison between the customer and internal teams. This collaborative environment helps you learn about different banking functions and can open doors for future career advancement within the organization.

What is the difference between Online Banking Representative vs Customer Service Representative?

AspectOnline Banking RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; banking knowledgeHigh school diploma or equivalent; general customer service skills
Work EnvironmentBank branches, call centers, online platformsCall centers, retail stores, corporate offices
Employer & IndustryBanks, credit unions, financial institutionsVarious industries including retail, telecom, finance
Common Search & ComparisonYesYes

Online Banking Representatives focus on assisting customers with digital banking services, troubleshooting online account issues, and guiding users through online platforms. Customer Service Representatives handle a broader range of customer inquiries across various channels and industries. While both roles require strong communication skills, Online Banking Representatives specialize in online banking tools and financial products, making them more specific to banking environments.

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

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

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

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

Online Banking Representative jobs near you
Infographic showing various Online Banking Representative job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 30% Part Time, 2% Temporary, and 2% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution.

Relationship Banker- San Juan Corners Financial Center- Spanish Language Required

Bank of America

San Juan, PR • On-site

$18.25 - $23.75/hr

Full-time

Re-posted 13 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
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 responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Skills:

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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