About The Position

The Associate, Retail Channels (Call Center), provides prompt, courteous, efficient, and best-in-class customer experience with precision and accuracy adhering to existing, operational, and security practices and procedures established. This role serves customers by providing a best-in-class customer experience and building loyalty. The position may involve working from the Contact Center in Minillas (Bayamon).

Requirements

  • Associate or Bachelor’s degree in Business Administration or related field required.
  • One (1) year of customer service, call center, or sales experience required.
  • Excellent customer service, interpersonal, problem-solving, and documentation skills are required both verbal and written.
  • Requires good telephone etiquette, listening, and communication skills.
  • Detail oriented and able to manage multiple priorities required.
  • Computer proficiency is required.
  • Knowledge of MS Office and other business applications required.
  • Bilingual (English and Spanish required).
  • Availability to work any day of the week based on the established hours of operations, plus flexibility to work overtime according to business needs is required.
  • 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.

Nice To Haves

  • Retail environment preferred.
  • Understanding of banking or financial products and services preferred.

Responsibilities

  • Delivers a unique customer experience utilizing effective questioning and active listening skills to anticipate and determine customer needs ensuring a high level of satisfaction in adherence to established policies and procedures.
  • Educate customers on digital channel solutions and self-service applications available for their accounts.
  • Receives and channels a variety of customer inquiries through our call center to provide service, support, and provide expert advice regarding our products including referring customers to other divisions.
  • Ensures and promotes that all transactions and inquiries are managed within our compliance and regulatory standards.
  • 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, records, and channels claims, and inquiries from customers or potential customers and provides applicable guidance.
  • Documents calls and service inquiries in existing bank systems and applications.
  • Escalates and refers customer matters to next-level management or appropriate operational areas.
  • Consistently provides the customer with a high level of quality service.
  • Provides support and services to internal customers and colleagues as required.
  • Performs other duties as assigned.
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