The Advisor, Remote Network serves high-end customers with a sharp and professional business approach to build a lasting relationship to manage their wealth. Increases revenues and portfolio by building goodwill and customer loyalty. Making the high-end customer feel pampered and eager to increase relationship due to satisfaction. Position works onsite based in San Juan, PR.

MAJOR DUTIES & RESPONSIBILITIES:

• Acquire knowledge of existing Bank products, specifically on the deposit side with a focus on financial opportunity.

• Manage high value customer relations and offer the right solutions by understanding the true needs and by providing concierge type service. Provide personalized and caring experience.

• Identifying potential new clients and working with them to build a lasting relationship to manage their wealth.

• Identify opportunities to cross-sell banking products and services to clients, such as accounts, mortgages, insurance, and investment products, to maximize revenue and deepen client relationships.

• Offer personalized financial advice and solutions tailored to the client's financial management objectives, including investment option. Anticipate and resolve client requests with the goal of exceeding expectations.

• Develop creative solutions to complex challenges presented by customers.

• Cultivate, create strong, authentic, and trusted relationships with high value customers.

• Comply and exceed engagement and service level performance targets.

• Follow up on any open issue, referral, consultation until it is solved and confirm customer satisfaction no matter if the issue was assigned to others.

• Promote the use of our digital channels for customers’ better convenience.

• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a focus on financial opportunity.

• other duties may be assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business Administration or related field required.

• Three (3) years of experience in customer service management required. At least (1) year of experience in financial services, insurance, mortgage, or financial advice is highly desirable.

• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.

• Fully bilingual – English and Spanish (verbal and written) required.

• Excellent consulting, sales, interpersonal and communication skills (written and public speaker).

• People oriented – deals effectively with clients of diverse social and gender groups.

• Strong analytical, decision making and problem-solving skills.

  Oriental is an Equal Opportunity Employer ( EEO Employer / Affirmative Action for Females / Disabled / Veterans )

Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment_privacy_policy_statement.pdf)

Compliance Posters

This may be the opportunity to change your life and take your career to the next level.

Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:

Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.

Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:

Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Política de Privacidad de Reclutamiento