Advisor, Retail Channels

The Advisor, Retail Channels (Reporting/Analytics) interpret, analyze, and recommend data results using statistical and/or data analysis techniques and provide ongoing reporting. Develop and implement data collection process and other strategies that optimize statistical efficiency and data quality. Position works hybrid based in San Juan, PR.

MAJOR DUTIES & RESPONSIBILITIES:

Develop and implement data collection process and other strategies that optimize statistical efficiency and data quality. Acquire data from primary or secondary data source and maintain databases. Identify, analyze, and interpret trends or patterns in complex data sets. Prepare and analyze product and customer reports for strategic initiatives related to acquisition and portfolio retention. Work closely with management to prioritize business and information needs. Locate and define new process improvement opportunities. Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. Maintain a professional and courteous manner with clients, respond to internal clients in a timely and attentive manner, communicate clients concerns and future needs to supervisor. Other duties may be assigned.

EDUCATION AND EXPERIENCE:

Bachelor’s degree in business administration with a major in Accounting, Finance, Mathematics, or related field required. Three (3) years of experience working with data models, database design development, reporting and/or data mining required. Experience in the banking or any regulatory industry is 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. Fully bilingual – English and Spanish (verbal and written) required. Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. Knowledge of statistics and experience using statistical packages for analyzing large data sets such as Excel, Access, Power BI, or related programs. Excellent communication skills and ability to work collaboratively and effectively with diverse staff, colleagues, and clients. Demonstrated ability to analyze problems/issues, gather data and information, evaluate, and recommend alternative solutions. Proficiency using Microsoft Office (Word, Excel, Access, Power Point, Outlook), Power Business Intelligence and MS SQL, or other software applications to retrieve data, create spreadsheets, and reports.

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