Associate, Bilingual Customer Service (Chat)

Oriental; Bayamón (PR); On-site; USD 36,000 - 60,000; Full time

Job summary

Oriental is seeking an Associate, Remote Network (Chat) to deliver proactive customer service and promote digital channels adoption. The role is on-site in Bayamón, PR, with responsibilities spanning strategy support, channel feedback, and development of customer journeys.

Requirements include a Bachelor’s degree in Business Administration with finance focus, two years in financial services, bilingual English/Spanish, and strong MS Office skills. Equal opportunity employer.

Qualifications

• Bachelor’s degree in Business Administration with major in finance or related field.
• Two years’ experience in a financial services company or related management.
• Excellent written and verbal communication skills with ability to lead a project and implement policies.
• Fully bilingual – English and Spanish (written and verbal).
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications.

Responsibilities

• Deliver proactive and dynamic customer service; support digital channel adoption.
• Refer customers to the digital channel options according to needs.
• Support the definition and development of digital channels adoption strategies.
• Visit physical channels to provide feedback on digital tools and strategies.
• Use client insights to create customer journeys and digital briefs.
• Stay up to date on Oriental’s digital channels to provide insights and guidance.

Skills

Analytical thinking

Bilingual English/Spanish

Project leadership

Policy implementation

Education

Bachelor’s degree in Business Administration with major in finance or related field

Tools

MS Office Suite

Job description

The Associate, Remote Network (Chat) direct support and communication to channels, support the strategies and initiatives to further the adoption of digital channels among customers. Position works on-site based in Bayamón, PR

MAJOR DUTIES & RESPONSIBILITIES:

• Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
• Refer customers to the digital channel options according to the customers’ needs.
• Support the definition and development of digital channels adoption strategies for existing and new clients.
• Visit physical channels to provide feedback and communicate defined strategies related to digital channels adoption.
• Throughout direct observation of clients and customers’ conduct, apply gained insights/data to create pitch-perfect digital briefs and customer journeys.
• Stay up to date on current and future Oriental’s digital channels capabilities to provide the most cutting-edge insights and guidance to personnel.
• Participate in presentations as an expert in the digital channels’ arena.
• Participate in testing process as part of the development of new digital tools.
• Support the generation of continuous motivation, contests, and different initiatives to achieve results.
• Support the preparedness of processes, communications, guided, facts sheets or any necessary documentation to serve as tools for branches.
• Other duties may be assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business Administration with major in finance or related field, preferable.
• Two (2) years’ experience in a financial services company or related work of management. 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 Knowledge in industry operating policies, procedures and regulations (state and federal).
• Excellent analytical skills to determine critical issues and areas in need of improvement and the ability to find creative solutions while considering all aspects, departments and individuals affected.
• Excellent written and verbal communication skills with a demonstrated ability to create processes and procedures and to lead a project and communicate results as well as carry out new policies and procedures.
• Fully Bilingual – English and Spanish (written and verbal). required.
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

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

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)

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