The Advisor, Customer Intelligence & Operations (Digital Strategy) is responsible for managing the definition and execution of digital onboarding for all customer segments to enables sales and deepen customer relationships. This position will be working hybrid and is based in San Juan, PR.
MAIN DUTIES & RESPONSIBILITIES:
- Oversees the implementation and compliance of communication and onboarding journeys.
- Monitors, reports and oversees the results of onboarding and communications journeys to ensure regulatory compliance.
- Works with Business and Marketing to design, develop and deploy new onboarding and communication journeys.
- Works with IT, Marketing, vendors and developers to design and implement new features, upgrades in accordance with internal procedures and brand guidelines.
- Generate reports and analytics to analyze user insights to identify enhancements to the consumer experience.
- Evaluate project impacts and escalate issues and risk properly.
- Responsible for process and procedures documentation of controls and automations to comply with regulatory requirements associated to customer communications.
- Update and maintain documentation of all new standards and regulatory requirements and ensure that these are communicated to the design team as associated with customer communications.
- Other duties may be assigned
MINIMUM REQUIREMENTS:
- Bachelor’s degree in business administration, marketing, accounting, finance, economics, or any other business-related degree.
- Five (5) years of experience in marketing, onboarding and customer communications or related role 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.
- Knowledge of the Telephone Consumer Protection Act (TCPA) and other regulatory requirements applicable to Marketing and Communications highly preferred.
- Experience with Marketing Cloud, Salesforce & Pardot required.
- Project management skills required.
- Knowledge on bank operational processes highly preferred.
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Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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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.
