Concierge Banking Advisor for High-Value Retail

Oriental Bank; Bayamón (PR); Remote; USD 40,000 - 60,000; Full time

Job summary

Oriental Bank is looking for an Advisor, Retail Channels (Concierge) in Bayamón, Puerto Rico. The successful candidate will manage high-value customer relations using a professional approach to enhance satisfaction and loyalty. Responsibilities include assisting with banking transactions, exceeding customer expectations, and ensuring compliance with bank policies.

A Bachelor’s degree and 3 years of relevant experience are required, along with excellent communication skills in both English and Spanish. This is a fantastic opportunity to join a dynamic team focused on service excellence.

Qualifications

• 3 years of experience in Call Center or retail channels management.
• 1 year of experience in financial services, insurance, or financial advice highly desirable.
• Experience with banking products and knowledge of banking regulations.

Responsibilities

• Manage high-value customer relations with personalized solutions.
• Assist clients with banking transactions and service requirements.
• Anticipate and resolve client requests to exceed expectations.
• Cultivate trusted relationships with high-value customers.
• Re-engage inactive customers and solicit new business.
• Ensure compliance with bank policies and regulations.

Skills

Consulting skills

Sales skills

Interpersonal skills

Communication skills

Bilingual (English and Spanish)

Education

Bachelor’s degree in Business Administration or related fields

Tools

MS Office (Word, Excel, Outlook)

Job description

Oriental Bank is looking for an Advisor, Retail Channels (Concierge) in Bayamón, Puerto Rico. The successful candidate will manage high-value customer relations using a professional approach to enhance satisfaction and loyalty. Responsibilities include assisting with banking transactions, exceeding customer expectations, and ensuring compliance with bank policies.

A Bachelor’s degree and 3 years of relevant experience are required, along with excellent communication skills in both English and Spanish. This is a fantastic opportunity to join a dynamic team focused on service excellence.