Associate, Retail Channels (Teller-At-Large)

Oriental Bank

17h•Onsite

About The Position

The Associate, Retail Channels (Teller-At-Large) provides customer service and handles banking transactions while promoting bank products in accordance with established processes and guidelines and applicable regulations. The position is performed on-site and requires travel between and rotation across multiple branch locations throughout the Metro area of Puerto Rico, based on business needs. The role handles transactions such as deposits, withdrawals, check cashing, payments, transfers, and manager’s or officers’ checks. It also involves maintaining workstation readiness and controls over assigned keys, stamps, and cash; adhering to cash limits and management controls; balancing the cash fund at the end of each shift; maintaining transaction logs; addressing customer claims and inquiries within the role’s scope or referring them appropriately; escalating suspicious activity; reconciling transactions; and informing customers about bank products, services, and channels. The employee identifies cross-selling opportunities and refers customers to colleagues. Other duties may be assigned.

Requirements

Associate, technical degree, or approved credits in Business Administration or a related field; equivalent combinations of education, training, and experience may substitute.
One year of retail, customer service, or cash-register experience; equivalent combinations of education, training, and experience may substitute.
Basic mathematical skills.
Ability to manage multiple priorities with attention to detail.
Analytical, proactive problem-solving, organized, detail-oriented, and able to multitask while observing defined quality standards.
Assertive oral and written communication with internal and external stakeholders.
Proficiency in MS Office, including Excel and Word, and other business applications such as Visio.
Legally authorized to work in the United States, with permanent or ongoing work authorization that can be maintained throughout employment.
Availability to work according to branch operating hours and overtime based on business needs.

Nice To Haves

Full bilingual proficiency in English and Spanish, written and verbal.

Responsibilities

Provide prompt, courteous, accurate, and efficient customer service in accordance with established procedures and practices.
Promote compliance and execute transactions within operating policies, procedures, and applicable guidelines and regulations.
Handle deposits, withdrawals, check cashing, payments, transfers, and sales of manager’s or officers’ checks in accordance with bank policies and procedures.
Ensure the workstation is prepared to execute transactions.
Maintain established controls over assigned keys, stamps, and cash, and comply with cash-management requirements and limits.
Balance the cash fund at the end of each shift and report discrepancies to the supervisor.
Maintain transaction logs and registers according to established procedures.
Receive customer or prospective-customer claims and inquiries, resolve those within scope, and refer others to the appropriate area.
Report and escalate suspicious transactions or activity observed within the branch to management.
Balance and reconcile transactions.
Promote and provide information about bank products, services, and channels.
Identify cross-selling opportunities and refer customers to peers and team members.
Travel between and rotate across multiple branch locations throughout the Metro area of Puerto Rico based on business needs.
Work according to branch operating hours and be available for overtime based on business needs.