Associate, Retail Channels (Digital Adoption)

MAJOR DUTIES & RESPONSIBILITIES:

• 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.

• Act as a liaison with decision makers while monitoring and analyzing performance across digital channels to track engagement.

• 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.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business Administration with major in finance or related field. Required.

• 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.

• Excellent communications skills in writing and verbal, English, and Spanish. Required

• Superior communication, presentation, and negotiation skills to communicate across a broad base of internal customers.

• Excellent knowledge of computer systems and changing technology.

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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