About Zenus
Zenus' mission is to facilitate banking beyond borders.
Operating in over 150 countries, we enable people and businesses to open a US bank account online, without the need to be a US citizen, resident, or a company registered in the US, opening up the security, stability, and freedom of US banking to the world.
Our state-of-the-art technology, exclusive partnerships, and proprietary processes are now being made available via our embedded banking services to enable other businesses to create innovative financial experiences for their customers.
About the Role
We are seeking a bilingual, service-oriented professional based in Puerto Rico to support relationships with fintech Program Managers using our banking and payments infrastructure.
This role emphasizes personalized service, responsiveness, discretion, and consistent follow-through. We welcome junior candidates interested in applying a private banking approach to managing business relationships.
Previous experience managing a client portfolio is preferred but not required. Candidates are not expected to bring an existing portfolio or book of business.
Key Responsibilities
- Serve as the primary relationship contact for assigned Program Managers, learning their business models, program structures, and banking needs.
- Coordinate onboarding and implementation with Compliance, Operations, Payments, Product, and Technology teams. Support day-to-day inquiries involving account services, payments, foreign exchange, and platform capabilities.
- Track service requests, coordinate issue resolution, and keep Program Managers informed.
- Help Program Managers understand documentation requirements, operational procedures, and available services. Coordinate compliance information requests and periodic reviews, ensuring timely follow-up.
- Prepare and participate in regular relationship reviews, documenting service needs and action items.
- Maintain accurate relationship records and follow-up activities in the CRM.
- Recognize opportunities for approved services to meet a Program Manager’s needs and coordinate with the appropriate internal teams.
- Share partner feedback internally to improve service delivery.
Required Qualifications
- Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
- Based in Puerto Rico and available to work in person.
- Strong customer service skills, professionalism, and attention to detail. Ability to organize tasks, manage multiple priorities, and follow through consistently.
- Sound judgment and discretion when handling confidential information.
- Comfort working with digital platforms and learning banking products and processes.
- Interest in developing a career in relationship management, banking, or fintech.
Preferred Qualifications
- Internship or early-career experience in banking, financial services, relationship support, or customer service.
- Exposure to private banking or high-net-worth client services.
- Experience supporting or managing a client portfolio; preferred but not required.
- Familiarity with banking operations, domestic and international payments, or foreign exchange.
- Basic understanding of KYC, AML, and customer due diligence.
- Experience using CRM systems or supporting international clients.
Measures of Success
- Program Manager satisfaction and retention.
- Responsive communication and consistent follow-through.
- Timely onboarding and resolution of service requests.
- Effective coordination across internal teams. Accurate relationship records and timely completion of documentation and reviews.
- Growing knowledge of the bank’s services and Program Managers’ needs.
Our Values & Culture
Go Beyond
Our people take ownership and accountability for everything they do, looking to exceed expectations on all fronts.
In This Together
We always treat our colleagues, partners, and clients with respect and hold ourselves to the highest standards of integrity.
You Grow. We Grow.
We encourage our team to constantly develop themselves and always be learning. We believe this is the best way to ensure Zenus offers the best services and continues to grow.