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Retail Banking Associate Jobs in Puerto Rico (NOW HIRING)

Scientific Games

Accounting Clerk

San Juan, PR · On-site

$18.25 - $23.25/hr

From cutting-edge backend systems to exciting entertainment experiences and trailblazing retail and ... Banking processing bank deposits, including trips to the bank. All associate finance entries. Keep ...

Scientific Games

Accounting Clerk

San Juan, PR · On-site

$18.25 - $23.25/hr

From cutting-edge backend systems to exciting entertainment experiences and trailblazing retail and ... to the bank. All associate finance entries. • Keep subsidiary ledger update. • Maintain ...

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All JobsRetail Banking Associate JobsRetail Banking Associate Jobs in Puerto Rico

Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

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

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

How hard is it to get into a retail banking associate?

Getting a retail banking associate position typically requires a high school diploma or equivalent, with some employers preferring candidates with customer service experience or relevant certifications. The role often involves basic financial knowledge, communication skills, and the ability to work in a team, with competition varying by location and employer requirements.

Which retail banking associate pays the most?

The highest-paid retail banking associates typically work in senior or specialized roles, such as branch managers or financial advisors, and can earn higher salaries due to experience, certifications, and performance. Salaries vary by location and institution but generally range from $40,000 to over $70,000 annually for experienced professionals. Advanced skills in sales, customer service, and financial products can also lead to higher compensation.

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

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

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

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

Retail Banking Associate jobs near you
Infographic showing various Retail Banking Associate job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Associate, Sales & Services - At Large (Temporary)

Oriental Financial Services LLC

San Juan, PR • On-site

$14.75 - $19.50/hr

Full-time

Posted 4 days ago

Job description

The Associate, Sales & Services - At Large (Temporary), provides an excellent customer service experience while identifying client financial needs in order to present alternatives. 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 targeted to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new and existing customers. Position rotates across multiple branch locations throughout the Metro Area, based on operational needs. Position works on-site based in San Juan, PR.
MAJOR DUTIES & RESPONSIBILITIES:
  • Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
  • 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 on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
  • Listens to the customer's needs and matches those needs to the bank's products and services resulting in new products and/or referrals to strengthen the relationship.
  • Generates new accounts, loans and other products as defined and instructed to assist in meeting customers' needs and branch profitability goals.
  • Cross sells bank products and services.
  • Receives customers' transactions and process in system, complying with bank instructions, policies, and regulations.
  • Ensure compliance with the bank policy and regulations in every account or transaction performed.
  • Other duties may be assigned.

EDUCATION AND EXPERIENCE:
  • Bachelor's degree in Business Administration or related fields required.
  • Two (2) years of retail/sales experience required. Experience in financial services or related work highly desirable.
  • 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.
  • Excellent consulting, sales, and interpersonal skills.
  • Fully bilingual - English and Spanish (verbal and written) required.
  • Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards.
  • Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
  • Availability and flexibility to adhere to branch schedule and operations.

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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