Advisor, Retail Banking (Salesforce Expert)

The Advisor, Retail Banking (Salesforce Expert) is responsible for defining and executing the vision, strategy, and roadmap for the bank’s Salesforce ecosystem. This role ensures that Salesforce delivers maximum business value through effective governance, innovation, user adoption, and alignment with strategic business objectives. The role acts as the bridge between business stakeholders, technology teams, and external partners to optimize Salesforce usage across the organization. Position will be working hybrid based in San Juan, PR.

Main Duties & Responsibilities

• Define and maintain a clear Salesforce vision and roadmap aligned with the bank’s digital and customer relationship strategy.
• Partner with business leaders to identify opportunities to leverage Salesforce for improved customer engagement, efficiency, and regulatory compliance.
• Stay informed of Salesforce innovations and financial services industry trends to proactively recommend enhancements.
• Translate strategic objectives into an actionable Salesforce roadmap, including enhancements, integrations, and new capabilities.
• Prioritize initiatives based on business impact, technical feasibility, and regulatory requirements.
• Collaborate with internal IT teams and external vendors to ensure timely and high-quality delivery.
• Establish and enforce Salesforce governance standards, including data integrity, security, access controls, and release management.
• Develop and execute adoption strategies—including training, communication, and support—for all Salesforce users across the bank.
• Measure and report on user engagement, adoption rates, and platform ROI.
• Foster a community of Salesforce champions across departments to promote best practices and continuous improvement.
• Serve as the primary liaison between business units, IT, and Salesforce partners.
• Communicate platform updates, performance metrics, and roadmap progress to senior leadership.
• Other duties may be assigned.

 

Minimum Requirements

• Bachelor’s degree in Project Management, Business Administration or related field required.
• Five (5) years of Salesforce projects and implementation experience in service environments required. Banking experience preferred.
• Salesforce Administrator Certification preferred.
• 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.
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.
• Excellent project management, technology implementation, and organizational skills required.
• Excellent written and verbal communication skills in Spanish & English required.
• Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with stakeholders is required.

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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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