Advisor, Customer Intelligence & Operations (OpEx Team Lead)

Posted 8 Hours Ago
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PR
3-5 Years Experience
Financial Services
The Role
The Advisor, Customer Intelligence & Operations (OpEx Team Lead) oversees a team to drive operational excellence by assessing and improving processes. Responsible for data analysis, strategy development, and mentoring team members while ensuring compliance with internal controls and regulatory requirements. Collaborates with stakeholders to optimize resources and processes for better efficiency and effectiveness.
Summary Generated by Built In

The Advisor, Customer Intelligence & Operations (OpEx Team Lead) plays a key role in assessing processes and driving continuous improvement initiatives across the organization with the purpose of evolving Oriental’s Operational Excellence (OpEx) strategy, this position in Productivity and Efficiency unit.
In this leadership position, the employee is responsible for overseeing a team, guiding them to ensure resources (employees and systems) are used in an efficient way, as well as for developing strategies that will lead to optimized processes. Moreover, the leader should conduct data-driven approaches to identify areas of improvement and evaluate parameters (key performance metrics) and procedures to provide recommendations for an efficient and productive ecosystem.
As part of this role, the employee should align with internal business stakeholders and create partnerships within our organization to attend identified opportunities and eliminate non-value-added processes. Moreover, should ensure that internal controls are maintained in accordance with regulatory requirements, that the unit’s operations are properly monitored, and able to support audits and regulatory changes requirements. The position works hybrid and reports to San Juan, Puerto Rico.

MAJOR DUTIES & RESPONSIBILITIES:

  • Oversee and guide the team to drive process improvement initiatives. Lead and coach team members, providing training, mentorship, and performance feedback.
  • Analyze data from various sources, apply statistical concepts and analytical tools, and synthesize insights to develop strategic solutions that attend business problems.
  • Oversee and track process improvement initiatives, ensuring they are completed on time, and measure the impact of process improvements (including cost savings and quality enhancements).
  • Evaluate and identify metrics to keep track of operational process performance.
  • Support in the implementation of identified solutions that will result in process and resources optimization (cost reduction), ensuring quality and timeliness deliverables.
  • Ensure recommendations and implementations meet with established goals and comply with operational and regulatory requirements.
  • Collaborate with cross-functional teams and managers to ensure alignment and deliver a narrative to influence action on key business decisions to implement changes.
  • Communicate effectively with stakeholders at all levels, including department leaders, executives and team members.
  • Will ensure that people, time, effort, resources, and budgets, are aligned with the revenue, increase in customers, innovations, business growth, market opportunities, and profits to meet banks goals with efficient operations while meeting customer expectations.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in Industrial Engineering, Business Administration, Finance, or related field required.
  • 3+ years of experience in process improvement, re-engineering efforts or related work required. Proven experience in leading and supervising a team or projects highly preferred.
  • 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.
  • Understands project management framework and lean methodologies.
  • Preferred certifications: Lean Six Sigma, Project Management, Scrum or Agile
  • Excellent leadership, communication, interpersonal and presentation skills; with the ability to influence others.
  • Strong analytical and proactive problem-solving skills.
  • Able to collaborate with a team effectively at all levels of an organization with a deep commitment to strong business results.
  • Organized with strong attention to detail and the ability to maintain accuracy in a fast-paced environment.
  • Capable of recognizing redundancies within processes across the organization and recommending a new course of action.
  • Excellent written and verbal communication skills in English and Spanish with a demonstrated ability to communicate complex ideas clearly, concisely, effectively at all levels of management.
  • Proficiency in process mapping tools such as Microsoft Visio strongly desirable.
  • Experience in the use of Office 365 tools such as: Excel, Word, PowerPoint & Outlook & PowerBI for data visualization required.

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
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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