Advisor, Customer Intelligence (OpEx / Process Transformation)

With the purpose of evolving Oriental’s Operational Excellence (OpEx) strategy, the Advisor, Customer Intelligence (Process Improvement) plays a key role in assessing processes within the Customer Intelligence & Operations structure and driving continuous improvement across the organization. Under the guidance of the Team Lead or Manager, the role applies data-driven approaches to identify improvement opportunities, optimize resources, and enhance processes through performance metrics and operational insights.

The position partners with internal stakeholders to address opportunities, eliminate non-value-added activities, and ensure alignment with business and regulatory requirements. This role also supports audits, monitors internal controls, and contributes to ongoing operational and regulatory initiatives. The position works hybrid and reports to San Juan, Puerto Rico.

MAIN DUTIES & RESPONSIBILITIES:

• Conduct shadowing and interviews with Subject Matter Experts (SMEs) to map current state /future state of end-to-end processes.
• Gather and analyze relevant data from various sources, apply statistical concepts and analytical tools to identify trends, bottlenecks, and synthesize insights that lead to strategic solutions that attend business problems.
• Keep track of process improvement initiatives, ensuring they are completed on time, and measure the impact of process improvements (including cost savings and quality enhancements).
• Communicate improvement initiatives progress and results
• Manage implementation of strategies that will result in process and resources optimization (cost reduction), ensuring quality and timeliness deliverables.
• Ensure recommendations and implementations meet with established goals and comply with operational and regulatory requirements.
• Collaborate with cross-functional teams and managers to ensure alignment and deliver a narrative to influence action on key business decisions to implement changes.
• Evaluate and identify metrics to keep track of operational process performance.
• Will ensure that people, time, effort, resources, and budgets, are aligned with the revenue, increase in customers, innovations, business growth, market opportunities, and profits to meet banks goals with efficient operations while meeting customer expectations.
• Other duties may be assigned.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Industrial Engineering, Business Administration, Finance, or related field required.
• 2+ years of experience in process improvement, re-engineering efforts or related work 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.
• Understands project management framework and lean methodologies.
• Preferred certifications: Lean Six Sigma, Project Management, Scrum or Agile
• Excellent communication, interpersonal and presentation skills; with the ability to influence others.
• Strong analytical and proactive problem-solving skills.
• Able to collaborate with a team effectively at all levels of an organization with a deep commitment to strong business results.
• Organized with strong attention to detail and the ability to maintain accuracy in a fast-paced environment.
• Capable of recognizing redundancies within processes across the organization and recommending a new course of action.
• Excellent written and verbal communication skills in English and Spanish with a demonstrated ability to communicate complex ideas clearly, concisely, effectively at all levels of management.
• Experience in the use of Office 365 tools such as: Excel, Word, PowerPoint & Outlook & PowerBI or related data visualization tool required.

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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