"Alerted.org

Date: Jul 31, 2025

Location:

San Juan, PR

Company: Popular

Workplace Type: On-site

Service Representative | Popular Securities

Job Type

Full Time- Non Exempt

General Description

Responsible for accurately processing customers’ disbursements and deposits. This role ensures that all customers’ disbursements and deposits are processed in a timely manner and in compliance with regulatory requirements and internal policies. Works closely with Client Service Associates, Financial Consultants, and other units within and outside the firm.

Essential Duties and Responsibilities

Accurately process all requests related to money movements such as ACH, Wire transfers, Foreign Currency transactions, and customer’s deposits. Ensure all disbursements and deposits are executed within a specified timeframe and in compliance with regulatory requirements and internal policies. Reconcile GL account daily and resolve any discrepancies in a timely manner. Maintain accurate records of money movement activities for audit and regulatory purposes. Support audits and regulatory reviews by providing necessary documentation. Provide exceptional customer service by responding to customer service requests, calls, and emails. Actively listen to customer requests and inquiries. Identify and assess customers’ needs to achieve satisfaction.

Functions:

• Execute money movements -ACH, wire transfers, etc.

• Perform appropriate entries in the system for Telepago and ACH Return processes

• Process Check deposits

• Ensure daily settlements are completed on time

• Reconcile GL Account

• Back up to operations personnel as needed

Education

Bachelor’s degree in Business Administration or related fields or equivalent combination of education and related experience.

Note: Related experience refers to the professional background related to the responsibilities and skills required

for the position.

Experience

At least 1 year of experience in customer service.

Other Qualifications

+ Excellent oral and written communication skills in both Spanish and English

+ Customer service oriented

+ Detail-oriented with analytical skills

+ Ability to establish priorities and to work with multiple tasks simultaneously

+ Ability to work under pressure and with a sense of urgency, to work with a team and collaborate with others to accomplish common goals

+ Excellent interpersonal and communication skills towards customers and coworkers

+ Computer skills including knowledge of Windows Microsoft Office applications (Word, Excel, Power Point etc.)

Region Locations

Popular Center Building, 12th floor

San Juan, Puerto Rico

Work Schedule

On-Site

Monday to Friday 8:30am - 5:30pm.

Availability to work extended hours, holidays and weekends.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

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!

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