Job Description

The Associate, Retail Channels (Teller Lead), contributes to the overall success of the branch by providing support and advice to the Associate Tellers with the efficient daily operation of the branch. Leads by example and encourage a customer center behavior within the team based on the Bank’s service culture and protocols. Support branch objectives through the generation of effective referrals. Position works on-site based in San Juan PR.

MAJOR DUTIES & RESPONSIBILITIES:

• Ensures daily branch operations over cash, values, wire transfers and monetary instruments according to policies and procedures by completing established reports, logs and daily established tasks. Take action over any discrepancies or noncompliance.
• Provides assistance and support to the Manager Service & Operations including but not limited with: Scheduling Associate Tellers availability based on customers branch volumes, teller differences, GL accounts reports, prepare and receive branch cash requisitions, among others.
• Verify and authorize transactions within the established limits.
• Provides advice and coaching to the Associate Tellers team with daily operations and activities.
• Provides prompt, courteous and efficient services to customers with precision and accuracy adhering to all accounting, operational and security procedures and practices established by management.
• Encourage branch compliance with bank regulations, requirements, policies and procedures, including but not limited to Bank Secrecy Act and Anti Money Laundering requirements.
• Processes all types of deposit accounts, wire transfers, payments, among other transactions.
• Support the financial institution’s customers retention strategies.
• Provides prompt, courteous and efficient services to the organization’s internal and external customers with precision and accuracy adhering to all procedures and practices established by management and encourage Associate Tellers staff follows established guidelines.
• Ensures compliance with policies and procedures in financial transactions, and make sure Associate Tellers staffs adheres to established processes.
• Promotes and provides information on the organization’s products and services.
• Promotes with customers Digital Migration and Adoption and encourage the same behavior within the Associate Tellers team.
• Identifies cross-selling opportunities and perform customers referrals to appropriate sales team member.
• Encourage referrals effectiveness within the Associate Tellers.
• Other duties may be assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in Business Administration, Accounting, Finance or related subject required.
• Two (2) year experience in a similar role required. Experience in the banking industry highly desirable.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Knowledge and experience in banking industry operating policies, procedures and regulations required.
• Service and results oriented, with extensive interpersonal skills.
• Must be able to observe quality standards as well as analyze business needs and understand the operational workflow.
• Fully bilingual – English and Spanish (verbal and written) preferred.
• Proficiency in MS Office (Excel, Power Point, Word) and other business applications required.
• Ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Availability and flexibility to adhere to branch schedule and operations.

WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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