• Technical Assistant | Institutional Operations

    Banco Popular Puerto Rico (San Juan, PR)


    Date: Oct 15, 2025

    Location:

    San Juan, PR

     

    Company: Popular

     

    Workplace Type: On-site

     

    Technical Assistant | Institutional Operations

     

    Job Type

     

    Full Time - Non Exempt

    General Description

    Responsible for accurately performing quality control to new accounts, completing account set up, and executing all related maintenances. This role ensures that all requests are completed in a timely manner and in compliance with regulatory requirements and internal policies. Works closely with Client Service Associates, Financial Consultants, Principal Review Desk, and other units within and outside the firm.

     

    Essential Duties and Responsibilities

     

    Accurately process approved new account applications by entering all required information in the system. Verify completeness and accuracy of submitted documents and maintain proper records. Perform account maintenances. Provide exceptional customer service by responding to all customer service requests, calls, and emails in a timely manner. Actively listen to customer requests and inquiries. Identify and assess customers’ needs to achieve satisfaction.

    Functions

    • Account opening – Open new accounts in the NFS system by entering all data requirements

    • Quality Control – Perform quality control of new accounts to ensure accuracy and consistency with the new account form.

    • Managed Account Set up – Perform the managed account coding in the system as applicable.

    • Legal Documents Processing – Ex. POA – Process and code legal documents in the system.

    • Account Maintenances – Ex. phone, address, email, etc. – Complete all maintenances requested by customers in a timely manner and ensure the information is accurate.

    • Set up Periodic Investment Plans and Custom Pay Outs – Set up automatic plans to buy and sell securities.

    • Link bank accounts – Review all applicable paperwork and ensure are following firm policies and procedures before link bank accounts.

    • Back up to operations personnel as needed.

    Education

    Bachelor's Degree 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 one (1) year of experience in customer service.

    Other Qualifications

    • Detail-oriented with analytical skills.

    • Excellent oral and written communication skills in English and Spanish.

    • 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 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, PR

     

    Work Schedule

     

    On-site

     

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

     

    Availability to work extended hours, holidays and weekends.

     

    Values

     

    1. Passion for People

    3. Succeed Together

    2. Own Every Moment

    4. Build the Future

     

    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, including Disability/Vets

    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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