Service Representative - Yauco Branch - Money Express

FirstBank Puerto Rico•Yauco, PR
•Onsite

About The Position

The Service Representative at the Money Express Yauco Branch provides timely, effective service to clients, addressing their needs and explaining Money Express products and services. The role follows applicable procedures and effectiveness measures for transactions and contributes to developing and maintaining the loan portfolio at a low level of delinquency. The position includes customer service, loan application and disbursement processing, payment processing, cash balancing and controls, and branch clerical support. The representative may contact clients with delayed accounts and perform loan disbursements when needed. The role may require transfer to other branches within the geographical area.

Requirements

  • At least six months of work experience in sales, customer service, or collections.
  • Twenty-four credits toward an associate or bachelor's degree, or a banking course, or a high school diploma with two years of related experience.
  • Availability to transfer to other branches within the geographical area.
  • Computer literacy, including use of MS Office Outlook and Word.
  • Basic mathematical skills.
  • Sales and customer-service orientation.
  • Ability to apply operational procedures.
  • Organized, able to work in teams, and able to prioritize appropriately.

Nice To Haves

  • Bilingual in English and Spanish preferred.

Responsibilities

  • Provide high-quality service to clients and meet their needs and expectations.
  • Complete loan applications and verify the information received.
  • Validate client identities and promptly report exceptions or irregularities.
  • Process payment transactions according to applicable procedures.
  • Process loans for disbursement based on required documentation and enter transaction information into the system.
  • Balance the cash register daily.
  • Apply internal controls related to cash maintained in the register and refer transactions requiring authorization to a supervisor.
  • Promote Money Express products and services and provide related information to clients.
  • Answer and transfer incoming calls.
  • Perform other related tasks assigned by the supervisor.
  • Contact clients with delayed accounts when needed.
  • Perform loan disbursement processes when needed, following established procedures and policies.
  • Perform clerical tasks supporting branch operations when needed.
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