Remote Banking Concierge Manager - Elite Client Services

Oriental Bank

San Juan (PR)

On-site

USD 65,000 - 85,000

Full time

14 days+

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Job summary

Oriental Bank is seeking a Manager, Remote Network (Call Center Concierge) to oversee the Concierge team and ensure exceptional service to high-end customers. The ideal candidate will manage high-value relationships and provide personalized financial advice while growing customer portfolios.

Key qualifications include a Bachelor's degree in Business Administration or Finance, three years of management experience, and fluency in English and Spanish. Join us to enhance customer loyalty and deliver tailored solutions in a supportive environment.

Qualifications

  • Bachelor’s degree in Business Administration, Finance or related field required.
  • Minimum of three (3) years in a financial services company or related management role.
  • Supervisory experience in a call center environment highly desirable.
  • Fluency in English and Spanish (verbal and written).

Responsibilities

  • Manage high‑value customer relations and provide concierge‑type service.
  • Identify potential new clients and manage their wealth.
  • Provide personalized financial advice that aligns with clients’ financial objectives.
  • Take ownership of the customer experience, resolving escalated issues.

Skills

Consulting
Sales
Interpersonal Skills
Communication
Analytical Skills
Problem-Solving
Decision-Making

Education

Bachelor’s degree in Business Administration or Finance

Job description

Oriental Bank is seeking a Manager, Remote Network (Call Center Concierge) to oversee the Concierge team and ensure exceptional service to high-end customers. The ideal candidate will manage high-value relationships and provide personalized financial advice while growing customer portfolios.

Key qualifications include a Bachelor's degree in Business Administration or Finance, three years of management experience, and fluency in English and Spanish. Join us to enhance customer loyalty and deliver tailored solutions in a supportive environment.

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