Analyst, Retail Channels (Sales Development Training)

Oriental Bank

6d•Onsite

About The Position

As a Sales Development Trainer, the Analyst, Retail Channels supports the implementation of new initiatives and projects, ensuring they are integrated into daily operations in alignment with franchise standards and corporate values. The role designs and delivers training to help team members adopt new processes, tools, and ways of working while supporting long-term sustainability and performance. This is an on-site position based in San Juan and Trujillo Alto, Puerto Rico. The trainer provides training and coaching to employees and internal clients, supports project implementation plans and schedules, and conducts follow-up to reinforce performance and customer experience standards. The position works with business leaders and project teams, monitors implementation progress, communicates issues and client needs, and may perform other duties as assigned. The position is of indefinite duration and requires permanent or ongoing U.S. work authorization.

Requirements

Bachelor’s degree in Business Administration or a related field, or an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.
One or more years of experience in a similar training-related position, or an equivalent combination of education, training, and experience.
Ability to plan, organize, and prioritize multiple projects, independently meet deadlines, and complete tasks accurately.
Ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
Strong communication skills.
Fluency in English and Spanish, both verbal and written.
Proficiency in MS Office, including Excel, PowerPoint, and Word, and other business applications.
Legally authorized to work in the United States, with permanent or ongoing work authorization maintained throughout employment.

Nice To Haves

Experience coaching employees and reinforcing sales, service, or customer experience standards is strongly preferred.
Knowledge of sales practices and customer service and customer experience principles is strongly desirable.

Responsibilities

Provide training, orientations, reviews, and seminars to internal clients related to project and initiative implementation and ongoing operations.
Train new employees on operations, sales and services, and customer service interactions relevant to their employee unit.
Work on project implementation plans in accordance with deployment strategies and schedules.
Facilitate instructor-led, virtual, and on-the-job training programs aligned with sales, service, and customer experience standards.
Conduct coaching, follow-up, and reinforcement activities to support employee performance, customer experience, and adoption of sales and service best practices.
Visit branches, the remote network, and self-service channels to explain or review expectations with internal and external clients.
Partner with business leaders to identify development opportunities and recommend training or coaching solutions that support business objectives.
Organize, convene, and document regular client and internal project team meetings during implementation and after go-live; present and review project activities, establish deadlines, and keep projects on track.
Monitor implementation steps or school progress, as well as protocol coaching, quality, and service operations results; anticipate potential issues and communicate them proactively to the supervisor.
Participate in project development, anticipate potential issues, and provide project-related demonstrations to new and existing clients.
Communicate client concerns and future needs to project teams and the supervisor.
Perform other duties as assigned.