Senior Banking Concierge for High-Value Clients

Oriental; Bayamón (PR); On-site; USD 42,000 - 60,000; Full time

Job summary

Oriental is seeking an Advisor, Retail Channels (Concierge) to serve our high-end customers with a polished business approach. The role focuses on increasing revenues and expanding client portfolios by building goodwill and loyalty.

The position is onsite in Bayamón, PR and requires strong bilingual communication. You will manage client relations, assist with deposits and services, and provide expert financial advice to meet customer needs while maintaining compliance and delivering exceptional

Qualifications

• Bachelor's degree required and strong communication skills.
• Experience in Call Center/Contact Center, Branches, or retail channels management is essential.
• Bilingual English and Spanish proficiency required (verbal and written).
• Knowledge of financial products and banking regulations preferred.

Responsibilities

• Manage high-value customer relations with tailored financial solutions.
• Assist clients with banking transactions and service needs.
• Aim to exceed customer expectations while meeting performance targets.
• Promote services and cross-sell bank products to enhance financial outcomes.
• Build and maintain relationships with premium clients to drive loyalty.

Skills

Consulting

Sales

Interpersonal

Communication

Education

Bachelor's degree in Business Administration

Industrial Engineering

Tools

MS Office

Job description

Oriental is seeking an Advisor, Retail Channels (Concierge) to serve our high-end customers with a polished business approach. The role focuses on increasing revenues and expanding client portfolios by building goodwill and loyalty.

The position is onsite in Bayamón, PR and requires strong bilingual communication. You will manage client relations, assist with deposits and services, and provide expert financial advice to meet customer needs while maintaining compliance and delivering exceptional