"Alerted.org

Date: May 5, 2025

Location:

San Juan, PR

Company: Popular

Workplace Type: Hybrid

Operations Analyst- PB Cash Management & Account Services

Seasonal Full Time Opportunity

General Description

Under general supervision, this position provides a broad range of routine administrative and general support duties for one or more areas of the Data Services including, but not limited to, Data Entry, Setups, and Billing.

Essential Duties and Responsibilities

+ Is responsible for the operational tasks associated with customers. The Analyst will ensure that all requests are processed in a timely manner; and provide a high level of service to both internal and external clients, as well as team members.

+ Receive and review customer agreements.

+ Process customer set-up requests.

+ Create customer files documenting customer service agreements, initial account set-up, subsequent maintenance, billing, and service claims.

+ Provide technical assistance to Cash Mgmt. Sales staff in the Region as well as external customers.

+ Track customer inquiries and claims and submit statistics to the management.

+ Refer any customized product requests to product management team.

+ Keep all team members aware of any relevant situation regarding their customers.

+ Adhere to established policies, procedures, and controls relative to BSA and transferring funds.

+ Adhere to established and projects as assigned.

+ Handle customer service calls directly as required.

+ Assist with the training of new staff members.

Education

Bachelor's degree completed or equivalent combination of education and experience.

Experience

Two to three years related experience.

Knowledge, Skills and Abilities (KSA's)

• Excellent customer service skills, including telephone skills and telephone etiquette

• PC Skills including knowledge of Windows Microsoft Office Applications (Word, Excel, etc.)

• Detail oriented with the ability to multi-task.

• Ability to prioritize daily workflow to ensure all requests are processed in an accurate and timely manner.

• Effective English and Spanish written and verbal communication skills.

Values

Passion for People

Succeed Together

Own Every Moment

Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us [email protected] email inbox is monitored for such types of requestsonly. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings atwww.jobs.popular.com.

Connect with us!

LinkedIn (http://www.linkedin.com/company/banco-popular-de-puerto-rico) | Facebook (http://www.facebook.com/popular/) | Twitter (http://twitter.com/popular?lang=es) | Instagram (http://www.instagram.com/popular.pr?igshid=ykmhge270ti5communitybank/)

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