Advisor, Retail Channels (Process Improvement)

Oriental Bank•San Juan, PR

1d•Hybrid

About The Position

The Advisor, Retail Channels (Process Improvement) is responsible for shaping and executing initiatives that enhance performance, efficiency, and customer experience across retail channels. This position serves as a trusted partner to internal stakeholders, providing expert guidance, data-driven insights, and strategic recommendations aligned with the company’s channel strategy. The Advisor leads and supports cross-functional projects, ensuring alignment with business goals and long-term vision. This position works hybrid and reports to Oriental Center in San Juan, PR.

Requirements

Bachelor’s degree in business administration, industrial engineering, data science, or related field required.
Three (3) years of experience in strategic advisory roles, business analysis, or project leadership.
Fully bilingual – English and Spanish (verbal and written) required.
Proficiency in MS Office (Excel, Word, PowerPoint, etc.), Visio, and other business tools.
Experience working with data visualization tools
Strong analytical, communication, and interpersonal skills.
Strategic thinker with problem-solving abilities and attention to detail.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
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.

Nice To Haves

Experience in retail, banking, or customer experience environments is a plus.

Responsibilities

Lead strategic initiatives that support the evolution and optimization of retail channels.
Provide expert advice and recommendations based on performance assessments, customer feedback, and market trends.
Collaborate with cross-functional teams to ensure channel initiatives are aligned with broader business objectives.
Monitor adoption and impact of implemented strategies; propose enhancements as needed.
Define and communicate clear project objectives, milestones, and success metrics.
Manage project constraints including cost, time, scope, and quality.
Facilitate kick-off meetings and strategic planning sessions with internal stakeholders.
Coordinate and oversee project execution, ensuring timely delivery and stakeholder satisfaction.
Support the creation of work orders and service requests to meet evolving channel needs.
Anticipate potential risks and proactively develop mitigation strategies.
Participate in cross-departmental initiatives to ensure channel needs are represented.
Conduct post-implementation reviews and client satisfaction surveys to assess impact.
Analyze channel performance metrics and develop dashboards to support decision-making.
Identify emerging trends in customer behavior and retail technology to inform strategy.
Develop business cases for new initiatives, including cost-benefit analysis and ROI projections.
Serve as liaison between retail channels and technology teams to ensure digital solutions meet operational needs.
Lead workshops and training sessions to promote adoption of new tools, processes, or strategies.
Support change management efforts related to channel transformation projects.