Elite Banking Concierge Leader

Oriental; San Juan (PR); On-site; USD 85,000 - 110,000; Full time

Job summary

Oriental in San Juan, PR, seeks a Manager, Remote Network (Call Center Concierge) to oversee the Concierge team and deliver high-end, personalized financial service. You will drive loyalty and revenue by tailoring solutions, building trusted relationships, and ensuring elite clients feel valued.

You will lead a team, identify cross-sell opportunities, supervise onboarding of Elite clients, and collaborate across lines to guarantee seamless service and compliance with quality standards.

Qualifications

• Bachelor’s degree in Business Administration, Finance or related field is required.
• At least three (3) years’ experience in a financial services company or related work with management is required; supervisory experience in a call center is highly desirable.
• Fully bilingual – English and Spanish (verbal and written) required.
• Excellent consulting, sales, interpersonal and communication skills (written and public speaking).
• People oriented – deals effectively with clients of diverse social and gender groups.
• Strong analytical, decision making and problem-solving skills.

Responsibilities

• Manage high-value customer relations and offer the right solutions by understanding the true needs and by providing concierge-type service.
• Identify potential new clients and build lasting relationships to manage their wealth.
• Identify opportunities to cross-sell banking products and services to deepen client relationships.
• Offer personalized financial advice and solutions tailored to client objectives.
• Assist clients with banking transactions and service requirements while building relationships.

Skills

Excellent consulting and communication

Fully bilingual English/Spanish

Sales experience

Analytical problem-solving

Education

Bachelor’s degree in Business Administration or Finance

Job description

Oriental in San Juan, PR, seeks a Manager, Remote Network (Call Center Concierge) to oversee the Concierge team and deliver high-end, personalized financial service. You will drive loyalty and revenue by tailoring solutions, building trusted relationships, and ensuring elite clients feel valued.

You will lead a team, identify cross-sell opportunities, supervise onboarding of Elite clients, and collaborate across lines to guarantee seamless service and compliance with quality standards.