Note: The job is a remote job and is open to candidates in USA. Popular Bank is Puerto Rico’s leading financial institution, evolving over a century to offer a wide variety of services and financial solutions. The Customer Success Officer role involves supporting corporate clients with commercial credit card products, ensuring client retention, operational efficiency, and business growth.
Responsibilities
- Manage day-to-day support for assigned corporate clients using commercial credit card products
- Lead onboarding, training, and setup activities for new and existing clients, including controls, alerts, reporting, and platform usage
- Serve as a key advisor to program administrators and client stakeholders on product features, best practices, and operational processes
- Monitor portfolio activity, spending behavior, rebate performance, and client trends to identify risks and growth opportunities
- Prepare and interpret reports, dashboards, and management summaries for internal teams and clients
- Coordinate the resolution of operational issues such as declines, delinquency situations, reconciliation questions, and file transmission incidents
- Partner with internal teams across relationship management, credit, fraud, legal, finance, and systems support
- Support clients with transaction file integration and coordination related to ERP and accounting system interfaces
- Recommend improvements that strengthen client experience, product adoption, and portfolio performance
Skills
- Bachelor's degree in Business Administration or related field
- At least three years of related experience
- Experience in customer service, client support, credit cards, commercial banking, treasury services, card operations, or related financial services roles
- Knowledge of commercial credit card products, including controls, reporting, rebates, and client administration
- Understanding of card operations, file transmission processes, reconciliation, and ERP or accounting system integrations
- Strong analytical skills with the ability to identify trends, interpret data, and make actionable recommendations
- Ability to manage multiple priorities and respond effectively to time-sensitive client needs
- Strong communication and relationship management skills, with the ability to work effectively across internal teams and external stakeholders
- Customer focus and relationship building
- Strong commercial credit card product knowledge
- Analytical and problem-solving skills
- Sound judgment and decision-making
- Technical aptitude and systems coordination
- Cross-functional collaboration
- Adaptability and learning agility
- Strong organization and prioritization skills
- Bilingual communication skills in English and Spanish preferred
- Familiarity with Visa and Mastercard operating requirements is a plus
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