Advisor, Customer Intelligence & Operations (OpEx Team Lead)

Oriental; San Juan (PR); On-site; USD 66,000 - 90,000; Full time

Job summary

A leading company in Puerto Rico is seeking an Advisor for Customer Intelligence & Operations (OpEx Team Lead). This position involves overseeing teams and initiating process improvements within the banking sector. The successful candidate will possess strong leadership, analytical skills, and a Bachelor’s degree, along with proficiency in relevant tools like Microsoft Visio and Office 365. This role promises to drive significant operational excellence and strategic solutions in a fast-paced environment.

Qualifications

• Bachelor’s degree in relevant field required.
• 3+ years in process improvement, preferably in banking.
• Excellent interpersonal skills and proficiency in English and Spanish.

Responsibilities

• Oversee and guide the team for process improvement initiatives.
• Analyze data and synthesize insights for strategic solutions.
• Collaborate with teams to align on key business decisions.

Skills

Leadership

Analytical

Problem-solving

Communication

Organizational

Education

Bachelor’s degree in Industrial Engineering, Business Administration, Finance, or related field

Tools

Microsoft Visio

Office 365

Job description

Advisor, Customer Intelligence & Operations (OpEx Team Lead)

Join to apply for the Advisor, Customer Intelligence & Operations (OpEx Team Lead) role at Oriental

Advisor, Customer Intelligence & Operations (OpEx Team Lead)

3 days ago Be among the first 25 applicants

Join to apply for the Advisor, Customer Intelligence & Operations (OpEx Team Lead) role at Oriental

Get AI-powered advice on this job and more exclusive features.

The Advisor, Customer Intelligence & Operations (OpEx Team Lead) plays a key role in assessing processes and driving continuous improvement initiatives across the organization with the purpose of evolving Oriental’s Operational Excellence (OpEx) strategy, this position in Productivity and Efficiency unit.

In this leadership position, the employee is responsible for overseeing a team, guiding them to ensure resources (employees and systems) are used in an efficient way, as well as for developing strategies that will lead to optimized processes. Moreover, the leader should conduct data-driven approaches to identify areas of improvement and evaluate parameters (key performance metrics) and procedures to provide recommendations for an efficient and productive ecosystem.

As part of this role, the employee should align with internal business stakeholders and create partnerships within our organization to attend identified opportunities and eliminate non-value-added processes. Moreover, should ensure that internal controls are maintained in accordance with regulatory requirements, that the unit’s operations are properly monitored, and able to support audits and regulatory changes requirements. Position will be working on site based in Oriental Center, San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

• Oversee and guide the team to drive process improvement initiatives. Lead and coach team members, providing training, mentorship, and performance feedback.
• Analyze data from various sources, apply statistical concepts and analytical tools, and synthesize insights to develop strategic solutions that attend business problems.
• Oversee and track process improvement initiatives, ensuring they are completed on time, and measure the impact of process improvements (including cost savings and quality enhancements).
• Evaluate and identify metrics to keep track of operational process performance.
• Support in the implementation of identified solutions that will result in process and resources optimization (cost reduction), ensuring quality and timeliness deliverables.
• Ensure recommendations and implementations meet with established goals and comply with operational and regulatory requirements.
• Collaborate with cross-functional teams and managers to ensure alignment and deliver a narrative to influence action on key business decisions to implement changes.
• Communicate effectively with stakeholders at all levels, including department leaders, executives and team members.
• Will ensure that people, time, effort, resources, and budgets, are aligned with the revenue, increase in customers, innovations, business growth, market opportunities, and profits to meet banks goals with efficient operations while meeting customer expectations.
• Other duties may be assigned.
  
  
  

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Industrial Engineering, Business Administration, Finance, or related field required.
• 3+ years of experience in process improvement, re-engineering efforts or related work within the banking or financial services industry required. Proven experience in leading and supervising a team or projects highly preferred. Bank experience preferred.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Understands project management framework and lean methodologies.
• Preferred certifications: Lean Six Sigma, Project Management, Scrum or Agile
• Excellent leadership, communication, interpersonal and presentation skills; with the ability to influence others.
• Strong analytical and proactive problem-solving skills.
• Able to collaborate with a team effectively at all levels of an organization with a deep commitment to strong business results.
• Organized with strong attention to detail and the ability to maintain accuracy in a fast-paced environment.
• Capable of recognizing redundancies within processes across the organization and recommending a new course of action.
• Excellent written and verbal communication skills in English and Spanish with a demonstrated ability to communicate complex ideas clearly, concisely, effectively at all levels of management.
• Proficiency in process mapping tools such as Microsoft Visio strongly desirable.
• Experience in the use of Office 365 tools such as: Excel, Word, PowerPoint & Outlook & PowerBI for data visualization required.
  
  
  

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement

Compliance Posters

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Oriental by 2x

Get notified about new Customer Advisor jobs in San Juan, Puerto Rico.

Customer Service Representative (Remote)

Call Center Representative – Compliance & Ethics Hotline

Live Phone Support Custome Service Representative

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.