Associate, Retail Channels (Chat)

• Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
• Refer customers to the digital channel options according to the customers’ needs.
• Support the definition and development of digital channels adoption strategies for existing and new clients.
• Visit physical channels to provide feedback and communicate defined strategies related to digital channels adoption.
• Throughout direct observation of clients and customers’ conduct, apply gained insights/data to create pitch-perfect digital briefs and customer journeys.
• Stay up to date on current and future Oriental’s digital channels capabilities to provide the most cutting-edge insights and guidance to personnel.
• Participate in presentations as an expert in the digital channels’ arena.
• Participate in testing process as part of the development of new digital tools.
• Support the generation of continuous motivation, contests, and different initiatives to achieve results.
• Support the preparedness of processes, communications, guided, facts sheets or any necessary documentation to serve as tools for branches.
• Other duties may be assigned.

• Bachelor’s degree in Business Administration with major in finance or related field, preferable.
• Two (2) years’ experience in a financial services company or related work of management. 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 Knowledge in industry operating policies, procedures and regulations (state and federal).
• Excellent analytical skills to determine critical issues and areas in need of improvement and the ability to find creative solutions while considering all aspects, departments and individuals affected.
• Excellent written and verbal communication skills with a demonstrated ability to create processes and procedures and to lead a project and communicate results as well as carry out new policies and procedures.
• Fully Bilingual – English and Spanish (written and verbal). required.
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

• 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 Bank