About the Role
You will serve as the primary relationship contact for assigned Program Managers. You will coordinate onboarding, implementation, service requests, compliance reviews, and relationship reviews. You will maintain CRM records, communicate service updates, coordinate internal teams, and share partner feedback to improve service delivery.
Requirements
•Fluency in English and Spanish
•Based in Puerto Rico and available to work in person
•Customer service skills, professionalism, and attention to detail
•Ability to organize tasks, manage priorities, and follow through
•Judgment and discretion with confidential information
•Comfort with digital platforms and learning banking products and processes
•Interest in relationship management, banking, or fintech
Responsibilities
•Serve as the primary relationship contact for assigned Program Managers
•Coordinate onboarding and implementation with internal teams
•Support inquiries about account services, payments, foreign exchange, and platform capabilities
•Track service requests and coordinate issue resolution
•Explain documentation requirements, procedures, and available services
•Coordinate compliance information requests and periodic reviews
•Prepare and participate in relationship reviews
•Maintain relationship records and follow-up activities in CRM
•Identify service opportunities and coordinate with internal teams
•Share partner feedback to improve service delivery
