SERVICE REPRESENTATIVE - Waterfront

First BanCorp
Onsite

About The Position

The Service Representative processes financial transactions and cross-sells to effect the sales of bank products and services to achieve performance objectives in accordance with applicable programs, policies, and regulations.

Requirements

  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar; the ability to speak and comprehend the English language
  • Computer literate
  • Knowledge of Banking laws and regulations, products and services
  • Ability to work as a member of a team
  • Customer service orientation
  • Orientation towards working with numbers
  • One years of College at an accredited institution, and one year of experience in a customer service environment OR High School Diploma and three years of experience in a customer service environment
  • Successful completion of the organization’s placement test and formal teller training program

Responsibilities

  • Performs account services by receiving deposits, loan and utility payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; cash advances; etc. in accordance with established policies, regulations and service standards.
  • Makes referrals for bank products and services within the framework and following the guidelines of the organization’s sales and service culture to achieve individual and unit sales and referral goals.
  • Prepares cash and performs verification and reconciliation to satisfy cash requirements of the automated transaction machines (ATMs); performs end of day activities, including accurate and timely capturing of daily work (scanning) to verify and balance daily tallies and final register values.
  • Performs a variety of administrative duties such as the completion and submission of FINCEN 104 documentation, daily verifications and maintenance and organization of department files and documentations.
  • Participates in audits, investigations, reviews, request for information (RFI), and special projects as assigned.
  • Complies with all relative laws and regulations, including but not limited to the Bank Secrecy Act, OFAC, Truth in Savings, Truth in Lending and Community Reinvestment Act.
  • Ensures the application of all security measures, such as the verification of clients’ identity, and internal control measures such as maintenance to cash tills.
  • Participates in bank sponsored programs to assist with the achievement of CRA and Volunteering goals and objectives.
  • Performs other related duties as assigned.
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