Elite Retail Banking Concierge Advisor

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

Job summary

A major banking institution is hiring an Advisor for Retail Channels in Bayamón, PR. The role focuses on managing high-value customer relations and providing tailored banking solutions. Candidates should hold a Bachelor's degree and have at least 3 years in a relevant field. Bilingual proficiency in English and Spanish is essential. The position requires strong consulting and communication skills. Emphasis is placed on customer satisfaction, compliance, and relationship building. Join a team that values growth and collaboration.

Qualifications

• 3 years of experience in Call Center/Contact Center, Branches, or retail management.
• 1 year of experience in financial services, insurance, or mortgage is highly desirable.
• Fully bilingual in English and Spanish.

Responsibilities

• Manage high-value customer relationships with tailored solutions.
• Assist clients with banking transactions and service requirements.
• Cultivate strong relationships and generate referrals from customers.

Skills

Consulting

Sales

Interpersonal skills

Communication skills

Education

Bachelor’s degree in Business Administration, Industrial Engineering, or related fields

Tools

MS Office (Word, Excel, Outlook)

Job description

A major banking institution is hiring an Advisor for Retail Channels in Bayamón, PR. The role focuses on managing high-value customer relations and providing tailored banking solutions. Candidates should hold a Bachelor's degree and have at least 3 years in a relevant field. Bilingual proficiency in English and Spanish is essential. The position requires strong consulting and communication skills. Emphasis is placed on customer satisfaction, compliance, and relationship building. Join a team that values growth and collaboration.