Advisor, Customer Intelligence (Implementation & Adoption)

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San Juan
In-Office
Financial Services
The Role
The Advisor, Customer Intelligence (Implementation & Adoption) responsible for planning, coordinating, and executing the implementation of a software, hardware, or web-based system into an organization’s existing infrastructure and provides support to users from different levels of the organization on how to use these solutions. The position works hybrid & is based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Analyze business needs and assess the feasibility of implementing new systems.
  • Collaborate with project teams to determine project scope, timelines, and budget.
  • Mentor cross-functional team on the use of new software, systems and/or procedures.
  • Test end to end system integrations and troubleshoot technical issues related to product behavior and process design.
  • Collaborate with vendors and third-party service providers to ensure seamless implementation and support.
  • Must communicate effectively with both technical and non-technical stakeholders. This includes working with the IT team to ensure that the technology is implemented correctly, as well as with business leaders to ensure that the project meets the company’s strategic objectives.
  • After the implementation is complete, take ownership to provide training and support to the end-users. This includes creating user guides, conducting training sessions, and providing ongoing support to ensure that the system is used effectively.
  • Execute post-implementation monitoring and analysis to ensure effectiveness and identify opportunities for continues improvement.
  • Develop and implement strategies to achieve adoption to new processes.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in Business Administration, Industrial Engineering, or Information Systems required.
  • Three (3) + years of experience in user acceptance testing (UAT), production regression testing, and Implementation and training to personnel at all levels of the organization 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.
  • Strong technical and analytical skills. Able to think critically, attend to detail and develop strategies will be valuable in a fast-paced customer service-oriented environment.
  • Excellent Communication Skills: excellent listening, oral, and written communication skills (both in English and in Spanish), as well as the ability to convey complex information in a simple manner.
  • Familiarity with the following variety of softwares and methodologies will be valuable: Power Automate, Copilot, Project Management tools, Agile & Scrum.
  • Available to work with commonly used computer programs (Word, Excel, PowerPoint) and able to quickly learn other operating programs as required. 
  • Learning agility that enables a broad, enterprise-wide knowledge of software programs & automation options enabling systematically streamlined solutions.

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

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The Company
HQ: San Juan, Puerto Rico
1,520 Employees
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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