MAIN SERVICE REPRESENTATIVE- Port of Sale

FirstBank Puerto Rico

About The Position

The Main Service Representative coordinates the operational tasks of Service Representatives under the direction of Branch Management, assists with daily consolidation and reconciliation processes, and serves branch clients efficiently while complying with applicable programs, policies, procedures, and regulations. The position supports branch operations, cash management, accounting, security monitoring, and customer service. It has no direct supervisory responsibilities and exercises limited judgment within assigned authorizations, seeking management guidance when needed.

Requirements

High school diploma from an accredited institution and technical courses related to the banking industry, or an associate degree from an accredited institution of higher learning.
Two or more years of experience as a Service Representative or Teller.
Experience assessing client needs to promote, refer, or cross-sell bank products and services.
Successful completion of the organization’s placement test and training program.
Ability to work flexible and non-traditional hours, including Saturdays, Sundays, and holidays.
Knowledge of English language structure, vocabulary, composition, and grammar, and ability to speak and comprehend English.
Computer literacy.
Knowledge of banking laws and regulations.
Ability to work with teams and influence others.
Analytical-thinking abilities.
Knowledge of banking products and services.
Customer service orientation.

Responsibilities

Coordinate and monitor procedures and duties performed by Service Representatives in support of Branch Management.
Receive and deliver cash.
Perform Service Representative duties, including processing monetary transactions and entering transactions into organizational information systems.
Support the Branch Sales Assistant Manager and/or Unit Supervisor with security system monitoring, including ATM and vault management.
Perform accounting duties, including preparing daily consolidation records, general ledger and accounting journal entries, and checks.
Manage the Cash Reserve by receiving cash deliveries, monitoring and controlling Service Representatives’ cash limits, and tallying the reserve.
Perform administrative duties, including maintaining logs, submitting results reports, conducting security testing, and informing management of irregularities.
Attend to and orient clients, promote the sale of services and products, respond to inquiries, and assist with solutions.
Maintain a log of work-area documents and forms.
Comply with applicable laws and regulations, including the Bank Secrecy Act, Truth in Savings, Truth in Lending, and Community Reinvestment Act.
Comply with the Branch Selling Culture, goals, working plans, and administrative procedures, including the Total Quality Program.
Contribute to branch growth by applying the Selling Culture and OSS Program.
Support tasks assigned to the Branch Sales Assistant Manager and/or Unit Supervisor.
Assist management with special projects and tasks as requested.
Perform related duties as assigned.