Analyst, Retail Channels (Sales Development Training)

Oriental Bank; San Juan (PR); On-site; USD 42,000 - 64,000; Full time

Job summary

Oriental Bank in Puerto Rico seeks a Sales Development Trainer to design and deliver training programs that help team members adopt new processes, tools, and ways of working. This on-site role covers San Juan and Trujillo Alto and aligns with franchise standards and corporate values.

The role emphasizes coaching, performance reinforcement, and collaboration with branches to ensure successful implementation of new initiatives and sustained customer experience improvements.

Qualifications

• Bachelor’s degree in Business Administration or related fields required.
• 1+ year of experience in a similar training related position.
• Fully bilingual – English and Spanish (verbal and written) required.
• Proficiency in MS Office (Excel, Power Point, Word) and other business applications required.
• Experience coaching employees and reinforcing sales, service or customer experience standards strongly preferred.
• Ability to plan, organize and prioritize multiple projects to independently meet deadlines and complete tasks in an accurate manner.
• Ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Knowledge of sales practices, as well as customer service and customer experience principles strongly desirable.

Responsibilities

• Provides training, orientations, reviews, and seminars to internal clients in relation to projects, initiatives implementation and/or continuous operations.
• Provides training, orientations, reviews, practices, skills, and tools to new employees in relation to operations, sales and services, and customer services interactions regarding the employee unit.
• Work in project implementation plan in accordance with deployments strategy and schedules.
• Facilitates instructor-led, virtual and on-the-job training programs to reinforce knowledge, skills and behaviors aligned with sales, service and customer experience standards.
• Conducts coaching, follow-up and reinforcement activities to support employee performance, customer experience and the adoption of sales and service best practices.
• Visit branches, remote network, self-service channels to explain and or review expectations with internal and external clients.
• Partners with business leaders to identify development opportunities and recommend training or coaching solutions that support business objectives.
• Organizes, convenes and documents regular client and internal project team meetings throughout implementation and post go-live to present and review project activities, establish deadlines and keep project on track.

Skills

Communication skills

Bilingual English/Spanish

Project management

Collaboration

Training & coaching

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office

Job description

As a Sales Development Trainer, you will support the successful implementation of new initiatives and projects, ensuring they are effectively integrated into daily operations in alignment with our franchise standards and corporate values. In this role, you will design and deliver training programs that help team members adopt new processes, tools, and ways of working while reinforcing long-term sustainability and performance. This is an on-site position based in both San Juan and Trujillo Alto, Puerto Rico.

MAJOR DUTIES & RESPONSIBILITIES:

• Provides training, orientations, reviews, and seminars to internals clients in relation to projects, initiatives implementation and/or continuous operations.
• Provides training, orientations, reviews, practices, skills, and tools to new employees in relation to operations, sales and services, and customer services interactions regarding the employee unit.
• Work in project implementation plan in accordance with deployments strategy and schedules.
• Facilitates instructor-led, virtual and on-the-job training programs to reinforce knowledge, skills and behaviors aligned with sales, service and customer experience standards.
• Conducts coaching, follow-up and reinforcement activities to support employee performance, customer experience and the adoption of sales and service best practices.
• Visit branches, remote network, self-service channels to explain and or review expectations with internal and external clients.
• Partners with business leaders to identify development opportunities and recommend training or coaching solutions that support business objectives.
• Organizes, convenes and documents regular client and internal project team meetings throughout implementation and post go-live to present and review project activities, establish deadlines and keep project on track.
• Monitors every step of the implementation process or school progress and results of protocol coaching, quality and service operations; anticipates potential issues and proactively communicate details or issues to supervisor.
• Participate in projects development and proactively anticipate potential issues & provides projects related demos to new and existing clients.
• Communicates clients concerns and future needs to projects team and supervisor.
• Other duties may be assigned.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Business Administration or related fields required.
• One (1)+ year(s) of experience in a similar training related position.
• 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.
• Experience coaching employees and reinforcing sales, service or customer experience standards strongly preferred.
• Ability to plan, organize and prioritize multiple projects to independently meet deadlines and complete tasks in an accurate manner.
• Ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Strong communication skills.
• Knowledge of sales practices, as well as customer service and customer experience principles strongly desirable.
• Fully bilingual – English and Spanish (verbal and written) required.
• Proficiency in MS Office (Excel, Power Point, Word) and other business applications required.

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) Recruitment Privacy Statement Compliance Posters

This may be the opportunity to change your life and take your career to the next level. Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability.

Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to: Compliance_Posters / Labor Laws Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel. Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables: Afiches de Cumplimiento/ Leyes Laborales Política de Privacidad de Reclutamiento