Commercial Banking Associate jobs in United States
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Popular Bank · 11 hours ago

Commercial Banking Associate

Popular Bank is Puerto Rico’s leading financial institution, and they are seeking a Commercial Banking Associate to join their Popular Association Loan Management team. This role is responsible for providing high-level service and support to a designated business banking team, ensuring customer inquiries are addressed and operational situations are resolved efficiently.

BankingFinancial ServicesLending
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Responsibilities

Research, investigate and resolve customer discrepancies, complaints and payments
Assist customers in opening new accounts, reconciliation of their accounts, and account transfers, loan draws, and pay-downs
Applies customer payments on the loan system to conform with terms of the loan documents
Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc
Pro-actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits, communicate information to relationship officer
Ensure respective databases are accurate and up to date for customer information
Compile data and generate management reports as needed
These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned

Qualification

Customer serviceProblem solvingAttention to detailMulti-taskingDocumentation

Required

High school diploma or equivalent, combined with two years of customer service background
Ability to work on multiple projects/tasks simultaneously
Writes clearly and informatively; provide good documentation
Identifies and resolves problems
Demonstrates attention to detail

Company

Popular Bank

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Popular Bank provides mortgage, cash management, credit cards, loans, investments, financial, and banking services.

Funding

Current Stage
Late Stage

Leadership Team

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Yanetsy Iturralde Compain, MSHRM
Our People Strategic Partner, VP - South Florida Region
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Meenakshi Thanikachalam
Executive Head of Data & Analytics (Chief Data & Analytics Officer)
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Company data provided by crunchbase