Service Representative - San Lorenzo Branch - Money Express

FirstBank Puerto Rico•San Lorenzo, PR

About The Position

The Service Representative at the Money Express San Lorenzo Branch provides timely, effective, and high-quality customer service; understands and addresses clients’ needs; and explains Money Express products and services. The role processes payments and loan disbursements in accordance with applicable procedures, verifies client information, supports branch operations, and contributes to maintaining the loan portfolio at a low level of delinquency. The position may also involve contacting clients with delayed accounts and supporting other branches within the geographical area.

Requirements

At least six months of work experience in sales, customer service, or collections.
Either 24 credits toward an associate or bachelor’s degree, a banking course, or a high school diploma with two years of related experience.
Available 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-oriented.
Ability to apply operational procedures.
Organized, able to prioritize appropriately, and able to work in teams.

Nice To Haves

Bilingual in English and Spanish.

Responsibilities

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