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Main Duties & Responsibilities
- Define and maintain a clear Salesforce vision and roadmap aligned with the bank's digital and customer relationship strategy.
- Partner with business leaders to identify opportunities to leverage Salesforce for improved customer engagement, efficiency, and regulatory compliance.
- Stay informed of Salesforce innovations and financial services industry trends to proactively recommend enhancements.
- Translate strategic objectives into an actionable Salesforce roadmap, including enhancements, integrations, and new capabilities.
- Prioritize initiatives based on business impact, technical feasibility, and regulatory requirements.
- Collaborate with internal IT teams and external vendors to ensure timely and high-quality delivery.
- Establish and enforce Salesforce governance standards, including data integrity, security, access controls, and release management.
- Develop and execute adoption strategies—including training, communication, and support—for all Salesforce users across the bank.
- Measure and report on user engagement, adoption rates, and platform ROI.
- Foster a community of Salesforce champions across departments to promote best practices and continuous improvement.
- Serve as the primary liaison between business units, IT, and Salesforce partners.
- Communicate platform updates, performance metrics, and roadmap progress to senior leadership.
- Other duties may be assigned.
Minimum Requirements
- Bachelor's degree in Project Management, Business Administration or related field required.
- Five (5) years of Salesforce projects and implementation experience in service environments required. Banking experience preferred.
- Salesforce Administrator Certification 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.
- Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.
- Excellent project management, technology implementation, and organizational skills required.
- Excellent written and verbal communication skills in Spanish & English required.
- Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with stakeholders is required.
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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)
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Compliance Posters
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