JobMesh

Advisor, Remote Network (Concierge)

Oriental Bank · US

Join our dynamic team as an Advisor, Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach...

Job description

Join our dynamic team as an Advisor, Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach. Your role will be pivotal in increasing revenues and expanding our portfolio by building goodwill and customer loyalty. You will make our high-end customers feel pampered and eager to deepen their relationship with us due to their satisfaction. Position works onsite based in Bayamón, PR. Key Responsibilities: Customer Relations: Manage high-value customer relations by offering tailored solutions that meet their true needs, providing a personalized and caring experience. Banking Transactions: Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs. Exceed Expectations: Anticipate and resolve client requests with the goal of exceeding expectations, regardless of the size of the request. Comply with and exceed engagement and service level performance targets. Customer Awareness: Ensure high-value customers are aware of all the services we offer to enhance their financial lives. Develop creative solutions to complex challenges presented by customers. Dec...