Telephone Banking Consultant
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Banco Popular Puerto Rico is hiring a Telephone Banking Consultant. The Telephone Banking Consultant provides excellent telephone service to retain and grow client portfolios, handling inquiries about loans, credit cards, payments, and more while promoting cross‑selling of financial products.
Key focus areas include Analyze client service and claims needs, assess solutions, and resolve issues effectively, Promote cross‑selling of financial products and services to enhance client engagement, and Address situations within assigned authority or escalate cases as needed.
Important skills include Analyze Client Service Needs, Assess Available Solutions, Make Prompt Decisions, Promote Cross-Selling, Customer Service, and Telephone Skills.
Skills & qualifications
Skills
Qualifications
Full job description
Date: Aug 4, 2026
Location:
San Juan-Cupey, PR
Company: Popular
Workplace Type: On-site
Telephone Banking Consultant
Job Type
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Full Time Non-Exempt
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Work location: San Juan, Cupey(On-site)
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This job requires approximately 8 weeks of training.
Training Information
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Start Date: September 14, 2026
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Duration: Approximately 8 weeks
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Location: San Juan, Cupey (On-site)
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Training Schedule: Monday to Friday from 8:00 a.m. to 5:00 p.m.
Work Schedule
Weekend availability is required. Shift assignments are subject to operational needs and availability.
General Description
Provides customers excellent telephone service to assure the retention and growth of clients’ portfolio ensuring that customers receive the best service possible.
Essential Duties and Responsibilities
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Analyze client service and claims needs, assess available solutions, and make prompt decisions to resolve issues effectively.
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Promote cross-selling of financial products and services to enhance client engagement.
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Address situations within the scope of assigned authority or escalate cases beyond that scope as needed.
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Provide detailed information about Popular’s products and services, including loans, credit cards, credit lines, vendor payments, balance inquiries, and more.
Education
24 Bachelor's degree approved credits or equivalent combination of education and experience.
Experience
At least two years of experience in customer service or sales.
Other Qualifications
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Excellent customer service skills, including telephone skills and telephone etiquette.
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PC Skills including knowledge of Windows Microsoft Office Applications (Word, Excel, Power Point, etc).
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Detail oriented with analytical skills.
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Excellent oral and written communication skills in Spanish required; English proficiency preferred but not required.
Values
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Passion for People
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Succeed Together
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Own Every Moment
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Build the Future
Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
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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