Service Representative

Job Type

Full Time Opportunity

General Description

Responsible for accurately and timely processing customer disbursements and deposits in compliance with applicable regulatory requirements and internal policies and procedures. The role collaborates closely with Client Service Associates, Financial Consultants, and other internal and external business units to support efficient money movement operations and deliver exceptional customer service.

Essential Duties and Responsibilities

Process money movement requests accurately and within established timeframes, including ACH transactions, wire transfers, foreign currency transactions, and customer deposits, in accordance with applicable regulatory requirements and internal policies and procedures. Reconcile general ledger accounts daily, investigate and resolve discrepancies promptly, and maintain complete and accurate records for audit and regulatory purposes. Support internal and external audits by providing the required documentation. Respond to customer requests, calls, and emails professionally and promptly, assessing customer needs and coordinating with the appropriate business units to deliver effective solutions and exceptional service.

Functions:
• Execute money movements -ACH, wire transfers, etc.
• Perform appropriate entries in the system for Telepago and ACH Return processes
• Process Check deposits
• Ensure daily settlements are completed on time
• Reconcile GL Account
• Back up to operations personnel as needed
• Work on special projects, as required.

Education

Bachelor's Degree in Business Administration or related fields

Experience

At least two years of experience in customer service, business administration, or a related field.

Other Qualifications

Detail-oriented with analytical skills.
Excellent oral and written communication skills in English and Spanish.
Ability to establish priorities and to work with multiple tasks simultaneously.
Ability to work under pressure and with a sense of urgency, to work with a team and collaborate with others to accomplish common goals.
Excellent interpersonal and communication skills towards customers and coworkers.
Computer skills including knowledge of Windows Microsoft Office applications (Word, Excel, Power Point etc.).

Region Locations

San Juan, Puerto Rico

Work Schedule

Monday to Friday 8:30am - 5:30pm.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
Connect with us!
LinkedIn | Facebook | Twitter | Instagram

If you are a California resident, please click here to learn more about your privacy rights.