Advisor, Retail Channel

The Advisor, Remote Network serves high-end customers with a sharp and professional business approach to build a lasting relationship to manage their wealth. Increases revenues and portfolio by building goodwill and customer loyalty. Making the high-end customer feel pampered and eager to increase relationship due to satisfaction. Position works onsite based in San Juan, PR.

MAJOR DUTIES & RESPONSIBILITIES:

Acquire knowledge of existing Bank products, specifically on the deposit side with a focus on financial opportunity. Manage high value customer relations and offer the right solutions by understanding the true needs and by providing concierge type service. Provide personalized and caring experience. Identifying potential new clients and working with them to build a lasting relationship to manage their wealth. Identify opportunities to cross-sell banking products and services to clients, such as accounts, mortgages, insurance, and investment products, to maximize revenue and deepen client relationships. Offer personalized financial advice and solutions tailored to the client's financial management objectives, including investment option. Anticipate and resolve client requests with the goal of exceeding expectations. Develop creative solutions to complex challenges presented by customers. Cultivate, create strong, authentic, and trusted relationships with high value customers. Comply and exceed engagement and service level performance targets. Follow up on any open issue, referral, consultation until it is solved and confirm customer satisfaction no matter if the issue was assigned to others. Promote the use of our digital channels for customers’ better convenience. Acquire knowledge of existing Bank products, specifically on the deposit side, but with a focus on financial opportunity. other duties may be assigned.

EDUCATION AND EXPERIENCE:

Bachelor’s degree in Business Administration or related field required. Three (3) years of experience in customer service management required. At least (1) year of experience in financial services, insurance, mortgage, or financial advice 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. Excellent consulting, sales, interpersonal and communication skills (written and public speaker). People oriented – deals effectively with clients of diverse social and gender groups. Strong analytical, decision making and problem-solving skills.

---