Advisor, Remote Network – Sales Concierge

Oriental

. Serve high-end customers with a sharp and professional business approach .

Posted 10/22/2026full-timeBayamon • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-value customer relationships, providing tailored financial solutions, and ensuring compliance with banking regulations. Proficient in sales strategies and customer retention techniques while effectively communicating in both English and Spanish.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Solutions ExpertiseBilingual Communication (English and Spanish)Sales and Cross-Selling SkillsBanking Regulations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking Products KnowledgeProblem-Solving SkillsAnalytical SkillsDecision-Making SkillsMS Office Proficiency

Soft Skills

Interpersonal SkillsConsulting SkillsCollaboration SkillsPeople Oriented

Industry Keywords

Customer EngagementConcierge ServiceClient Retention StrategiesKnow-Your-Customer ComplianceAnti-Money-Laundering Compliance

About the role

Key responsibilities & impact

Serve high-end customers with a sharp and professional business approach
Increase revenues and portfolio by building customer goodwill and loyalty
Manage high-value customer relationships and provide concierge-type service
Assist clients with banking transactions and service requirements while identifying financial needs
Anticipate and resolve client requests while exceeding engagement and service-level targets
Develop creative solutions to complex customer challenges
Make decisions when critical or urgent situations emerge
Cultivate trusted relationships with high-value customers, grow relationships, generate additional product sales, and obtain referrals
Re-engage inactive high-value customers and solicit new business from prospective and existing customers
Follow up after service or sales encounters
Resolve service issues and provide financial solutions and expert advice
Own escalated or referred customer issues through resolution and confirm customer satisfaction
Promote use of digital channels
Process deposit accounts, open new accounts, and cross-sell bank products and services
Carry out client retention strategies
Ensure compliance with bank policies, procedures, regulations, know-your-customer, and anti-money-laundering requirements
Perform other assigned duties

Requirements

What you’ll need

Bachelor’s degree required; Business Administration, Industrial Engineering or related majors preferred
Three (3) years of experience in Call Center / Contact Center, Branches, and/or retail channels management environment 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 consulting, sales, interpersonal and communication skills (verbal and written)
People oriented – deals effectively with clients of diverse backgrounds
Strong analytical, decision making and problem-solving skills
Effective problem solving, escalation and collaboration skills
Fully Bilingual – English and Spanish (written and verbal)
Experience with financial / banking products as well as knowledge of banking regulations, local and federal
Proficiency in MS Office (Microsoft Word, Excel, Outlook) and other business applications
Available to work any day and any shift, including weekends and evenings
Legally authorized to work in the US
Permanent or ongoing work authorization required; employee must maintain eligible work authorization throughout employment

Benefits

Comp & perks

Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)