Service Relationship Manager (San Juan)

As a Service Relationship Manager , you are responsible for assisting the Wealth Managers by providing administrative and logistical support.

How you will contribute

Client Relationship Management

• Coordinates with branches and different units of the Bank regarding customers’ requests, complaints and transactions (service charges, balance inquiries, checkbook requisition, passbook update, ATM replacement, bank/investments certification, MC/GC/DD/Remittance processing, Automatic Debit Arrangement (ADA) for bills payment, etc.).

Information / Records Administration

• Prepares the necessary documentation related to account opening, maintenance and investment transactions for customers. Ensures completeness and accuracy of such before submission to relevant units of the Bank.
• Prepares simple MIS and reports for management review.
• Ensures proper system and file maintenance of customer records.