Advisor, Remote Network (Sales Concierge)

Oriental Bank; Bayamón (PR); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Oriental Bank seeks a dynamic Advisor for its Remote Network in Puerto Rico. The role focuses on servicing high-value customers with concierge-level care, driving satisfaction and loyalty, and increasing relationships through tailored financial solutions.

The position is hybrid,基based in San Juan, PR, requiring 3+ years in call center or retail channels, and full bilingual English/Spanish communication. Banking product knowledge and MS Office skills are preferred.

Qualifications

• Bachelor’s degree preferred in business or related field.
• Three years of Call Center/Contact Center, Branch or retail channel experience.
• Excellent consulting, sales, interpersonal and written/spoken communication.
• Fully bilingual in English and Spanish.

Responsibilities

• Manage high value customer relations and offer solutions to needs.
• Assist clients with banking transactions and services while building relationships.
• Anticipate and resolve requests to exceed expectations, comply with targets.
• Cross-sell bank products and maintain client retention strategies.
• Follow up on issues and ensure satisfaction while escalating when needed.
• Promote digital channels for customer convenience and handle deposits.

Skills

Customer focus

Sales experience

Bilingual English/Spanish

Interpersonal communication

MS Office

Education

Bachelor’s degree in Business Administration or related

Job description

Advisor, Remote Network (Sales Concierge)### Advisor, Remote Network (Sales Concierge)Apply: On Site: Bayamon, Puerto Rico: Full time: Posted Today: R0007627The Advisor, Remote Network (Concierge) serves high-end customers with a sharp and professional business approach. Increases revenues and portfolio by building good will and customer loyalty. Making the high-end customer feel pampered and eager to increase relationship due to satisfaction. Position works hybrid based in San Juan, PR.**MAJOR DUTIES & RESPONSIBILITIES*** Manage high value customer relations and offers the right solutions by understanding the true needs and by providing concierge type service. Provide personalized and caring experience.* Assist clients with their banking transactions and service requirements while building relationship and helping identify financial needs.* Anticipate and resolve client request with the goal of exceeding expectations, no matter how small or large the request. Comply and exceed engagement and service level performance targets* Make sure high value customers are aware of all we can do, to make their financial lives better. Develop creative solutions to complex challenges presented by customers.* Be willing to assume risk and make decisions when critical or urgency emerges.* Cultivate, create strong, authentic, and trusted relationship with high value customers. Grow relationship and generate additional products bonding and generate referrals from satisfied customers.* Re-engage inactive high value customers. Calls on prospective and existing customers to develop professional relationships; solicit new business. Follows up after the initial service or sales encounter.* Promptly solve service issues, provide financial solutions and expert advice towards customer needs.* Position himself as the customer owner by making sure any issue escalated or referred to other areas are solved with agility and priority.* Follow up on any open issue, referral, consultation until it is solved and confirm customer satisfaction no matter if the issue was assigned to others. Promote the use of our digital channels for customers better convenience.* Processes all types of deposit accounts, opens new accounts and cross sells bank products and services. Carries out the financial institution’s client retention strategies.* Ensure strict compliance with the established bank policy, procedures, and regulations including know your customer and anti-money laundering procedures in all transactions and customer interactions.* Other duties maybe assigned.**EDUCATION AND EXPERIENCE:*** Bachelor’s degree required. Business Administration, Industrial Engineering or related majors preferred.* Three (3) years of experience in Call Center / Contact Center, Branches, and /or retail channels management environment required.* 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.* Excellent consulting, sales, interpersonal and communication skills (verbal and written).* People oriented – deals effectively with clients of diverse backgrounds.* Strong analytical, decision making and problem-solving skills.* Effective problem solving, escalation and collaboration skills.* Fully Bilingual – English and Spanish (written and verbal).* Experience with financial / banking products as well as knowledge of banking regulations, local and federal.* Proficiency in MS Office (Microsoft Word, Excel, Outlook) and other business applications.* Available to work any day and any shift, including weekends and evenings.**WORK AUTHORIZATION & ELEGIBILITY:*** Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.* Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)