Advisor, Customer Intelligence (Data Analytics)

Posted 8 Hours Ago
Be an Early Applicant
PR
5-7 Years Experience
Financial Services
The Role
The Advisor, Customer Intelligence (Data Analytics) collects and analyzes customer and operational data, maintaining data accuracy and creating reports and dashboards to inform strategic decisions. The role includes assessing and implementing new tools and database reports to support operational improvements.
Summary Generated by Built In

The Advisor, Customer Intelligence (Data Analytics) is part of the Operational Excellence team and is responsible for collecting data such as: demographic, geographic, financial & transactional information of customer databases as well as operational and process performance data to develop, format and communicate files, reports & dashboards. These results will then be used to communicate insights for strategic, financial, and/or operational decisions. Position works hybrid and is based on San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Maintains and ensures the data structure, cleanness, and accuracy of all financial and statistical information used on files and reports to maintain reliability of the process.
  • Formats and interprets the information collected to give answers to the questions that the company has raised as part of its strategic plan.
  • Provides organized information and/or database and identify trends and patterns to be used in process improvements identification, systems usage improvements, operational strategies definitions, among others.  
  • Analyzes statistical and financial information related to the results of the strategies and identifies trends and deviations to anticipate leaks or decreases operations management activity, process improvement opportunities or operating systems usage optimizations.
  • Assess new database or reports development. Creates and implements the use of the necessary reports to measure, analyze and report results of all initiatives.
  • Evaluates new tools and functionalities to manage and analyze database. Enhances the capabilities of the applications. Searches for new features and capabilities operations management and transactional tool or new apps that are part of the operations eco-system.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in statistics, business, computer science, math, data science or related field required.
  • 5+ years of experience in data analytics. Experience in the banking industry highly desirable.
  • 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.
  • Adept in extracting, digesting, combining & analyzing large sets of data.
  • Advanced proficiency in MS Office (Excel, Word & PowerPoint)
  • Proficient in SQL, VBScript, Power Query, Power Pivot & Power BI.
  • Knowledge in AWS Quicksight preferable.
  • Must possess excellent written and verbal communication skills both in English and Spanish.
  • Strong interpersonal and communication skills, both written and oral, to manage relationships across all levels of the organization.

Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)

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Compliance Posters

Top Skills

SQL
Vbscript
The Company
HQ: San Juan, Puerto Rico
1,520 Employees
On-site Workplace
Year Founded: 1964

What We Do

Since 1964, Oriental has thrived as one of Puerto Rico’s leading banks focused on serving the needs of consumers, businesses, and institutions. With multiple branches throughout the island, it has the second-largest network, and is the third-largest financial institution in core retail and commercial deposits. Oriental has a highly committed team of more than 1,500 employees serving nearly 300,000 clients. Since its establishment, Oriental has distinguished itself by delivering an unparalleled level of service to its clients making possible the progress of the customers, employees, investors and communities it serves.

OFG Bancorp (NYSE: OFG), is its diversified financial holding company that operates under U.S. and Puerto Rico banking laws and regulations. Its three principal subsidiaries, Oriental Bank, Oriental Financial Services and Oriental Insurance, provide a full range of commercial, consumer and mortgage banking services, as well as financial planning, trust, insurance, investment brokerage and investment banking services.

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