Advisor, Remote Network (Sales Concierge)

The Advisor, Remote Network (Concierge) serves high-end customers with a sharp and professional business approach. Increases revenues and portfolio by building good will and customer loyalty. Making the high-end customer feel pampered and eager to increase relationship due to satisfaction. Position works hybrid based in San Juan, PR.

MAJOR DUTIES & RESPONSIBILITIES

• Manage high value customer relations and offers the right solutions by understanding the true needs and by providing concierge type service. Provide personalized and caring experience.
• Assist clients with their banking transactions and service requirements while building relationship and helping identify financial needs.
• Anticipate and resolve client request with the goal of exceeding expectations, no matter how small or large the request. Comply and exceed engagement and service level performance targets
• Make sure high value customers are aware of all we can do, to make their financial lives better. Develop creative solutions to complex challenges presented by customers.
• Be willing to assume risk and make decisions when critical or urgency emerges.
• Cultivate, create strong, authentic, and trusted relationship with high value customers. Grow relationship and generate additional products bonding and generate referrals from satisfied customers.
• Re-engage inactive high value customers. Calls on prospective and existing customers to develop professional relationships; solicit new business. Follows up after the initial service or sales encounter.
• Promptly solve service issues, provide financial solutions and expert advice towards customer needs.
• Position himself as the customer owner by making sure any issue escalated or referred to other areas are solved with agility and priority.
• 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.
• Processes all types of deposit accounts, opens new accounts and cross sells bank products and services. Carries out the financial institution’s client retention strategies.
• Ensure strict compliance with the established bank policy, procedures, and regulations including know your customer and anti-money laundering procedures in all transactions and customer interactions.
• Other duties maybe assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree required. Business Administration, Industrial Engineering or related majors preferred.
• Three (3) years of experience in Call Center / Contact Center, Branches, and /or retail channels management environment required.
• 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.
• Excellent consulting, sales, interpersonal and communication skills (verbal and written).
• People oriented – deals effectively with clients of diverse backgrounds.
• Strong analytical, decision making and problem-solving skills.
• Effective problem solving, escalation and collaboration skills.
• Fully Bilingual – English and Spanish (written and verbal).
• Experience with financial / banking products as well as knowledge of banking regulations, local and federal.
• Proficiency in MS Office (Microsoft Word, Excel, Outlook) and other business applications.
• Available to work any day and any shift, including weekends and evenings.

WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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About Us / Sobre Nosotros

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

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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:

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