MAJOR DUTIES & RESPONSIBILITIES:
- Sells all investment and business banking products via telephone.
- Responsible for achieving department sales and personal goals.
- Provides sales training and support to new, less experienced representatives.
- Responds to TSR referred calls from existing or prospective customers with the intent to close sales.
- Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits and loans.
- Completes accurate fulfillment documents for closed sales.
- Conducts frequent new customer satisfaction surveys.
- Maintains current on all bank products, policies and procedures.
- Complies with state telemarketing regulations and department service quality standards.
- Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
- Performs duties of a TSR as directed.
- Participates in telemarketing pilot programs.
- Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
EDUCATION AND EXPERIENCE:
- Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
- Successful completion of DSR II Curriculum Requirements.
- 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.
- Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
- Successful completion of DSR II Curriculum Requirements.
- Strong inter-personal and telephone skills.
- Advanced knowledge of bank policies, procedures, regulations and compliance.
- The ability to perform work pace appropriate to a given workload.
WORK AUTHORIZATION & ELEGIBILITY:
- Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
- Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
Recruitment Privacy Statement
Compliance Posters
Skills Required
- At least one year of experience in a telemarketing or customer service environment
- Direct telephone sales experience
- Successful completion of DSR II Curriculum Requirements
- Strong interpersonal and telephone communication skills
- Advanced knowledge of bank policies, procedures, regulations, and compliance
- Legally authorized to work in the United States with permanent or ongoing work authorization
- Ability to perform work at a pace appropriate to the workload
Oriental Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Oriental and has not been reviewed or approved by Oriental.
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Healthcare Strength — Medical coverage is presented as comprehensive, including pharmacy and mental health services. This breadth is consistently highlighted in official materials.
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Retirement Support — Retirement planning includes a 401(k)/Puerto Rico-qualified plan with employer match and ongoing education from the plan administrator. This structure is positioned as a core element of the package for eligible employees.
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Leave & Time Off Breadth — Paid time off encompasses vacation (roughly 15–18 days depending on status), personal time, sick leave, and community service hours. Parental leave (maternity and paternity) and some flexible work arrangements are also noted.
Oriental Insights
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.







