Manager, Retail Channels (Branch Manager) at Oriental Bank in San Juan
Dorado Municipio, Puerto Rico, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

0.0

Posted On

16 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Finance, Training, Alternative Solutions, Banking Software, Business Applications, Outlook, Reporting Systems, Communication Skills, Spanish, Excel

Industry

Banking/Mortgage

Description

We are seeking a highly motivated, dynamic and results-oriented Manager to lead our new strategic branch in Dorado, PR. The Dorado Branch is expected to become a flagship branch, attracting new customers, establishing our brand, and achieving a strong market position. The Manager, Retail Channels (Branch Manager) will be accountable for planning, executing, and overseeing sales strategies, as well as building a successful team and establishing a strong presence in the Dorado community. Promotes the service and sales culture through our values and attributes and coordinates cross-selling of products and services in accordance with strategic objectives and ensures the franchise model is applied and performed at all levels. This position works on-site in Dorado, P.R.

Major duties and responsibilities:

  • Develop and execute sales strategies for the new location aligned with the retail business strategy and branch network.
  • Actively engage in prospecting and lead generation, identifying potential clients and converting them into customers.
  • Lead business development activities at the branch resulting in customer relationship index, loan portfolio, deposit portfolio increase and any additional financial and/or service goals.
  • Drive and promote positive dynamics among branch team members with customers and co-workers at all levels: synergies, teamwork, and a healthy work environment.
  • Responsible for the delivery of proactive and superior customer experience in the branch. Building a customer focused culture amongst the entire Branch Team to deepen and achieve long term and profitable customer relationships.
  • Support the Bank’s digital transformation by encouraging the team to actively promote transaction migration and customer’s adoption.
  • Strengthen bank relationship with customers, by encouraging excellent communications skills, effective customers interactions, professional projection and image.
  • Maintain and sustain a franchise model at the branch, ensures all decisions and determination are aligned and comply with our service standards. Monitors, evaluates and coach staff performance to ensure compliance with our values, attributes and value proposition on daily activities and interactions with internal and external customers.
  • Oversees direct reports leadership, professional development and performance management activities.
  • Assist in recruitment process, candidate selection, motivates and develops assigned staff.
  • Provide direction and lead the staff to maintain required service levels in all branch areas.
  • Ensures branch compliance with bank regulations, requirements, and procedures; ensures staff follows operational and security policies and procedures. Responsible for obtaining satisfactory results on regulatory reviews, branch audits and any other internal and/or external reviews.
  • Represents the financial institution in the community through good customer relations.
  • Reviews and approves banking transactions in accordance with established authority levels/limits.
  • Manages branch audits.
  • Other duties maybe assigned.

Education and Experience:

  • Bachelor’s degree required. Master of Business Administration Business Administration, Management, Finance or related field preferred.
  • Proven track record in sales and business development in the banking or financial services industry. At least four (4) years of management and supervisory experience required.
  • 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 (written and verbal) required.
  • Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required. Banking software and applications highly desirable.
  • Knowledge in financial institution operating policies and procedures, banking regulations (state and federal) is highly desirable.
  • Demonstrated ability to analyze problems/issues, gather data and information, evaluate and recommend alternative solutions.
  • Excellent communication skills and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.

How To Apply:

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Responsibilities
  • Develop and execute sales strategies for the new location aligned with the retail business strategy and branch network.
  • Actively engage in prospecting and lead generation, identifying potential clients and converting them into customers.
  • Lead business development activities at the branch resulting in customer relationship index, loan portfolio, deposit portfolio increase and any additional financial and/or service goals.
  • Drive and promote positive dynamics among branch team members with customers and co-workers at all levels: synergies, teamwork, and a healthy work environment.
  • Responsible for the delivery of proactive and superior customer experience in the branch. Building a customer focused culture amongst the entire Branch Team to deepen and achieve long term and profitable customer relationships.
  • Support the Bank’s digital transformation by encouraging the team to actively promote transaction migration and customer’s adoption.
  • Strengthen bank relationship with customers, by encouraging excellent communications skills, effective customers interactions, professional projection and image.
  • Maintain and sustain a franchise model at the branch, ensures all decisions and determination are aligned and comply with our service standards. Monitors, evaluates and coach staff performance to ensure compliance with our values, attributes and value proposition on daily activities and interactions with internal and external customers.
  • Oversees direct reports leadership, professional development and performance management activities.
  • Assist in recruitment process, candidate selection, motivates and develops assigned staff.
  • Provide direction and lead the staff to maintain required service levels in all branch areas.
  • Ensures branch compliance with bank regulations, requirements, and procedures; ensures staff follows operational and security policies and procedures. Responsible for obtaining satisfactory results on regulatory reviews, branch audits and any other internal and/or external reviews.
  • Represents the financial institution in the community through good customer relations.
  • Reviews and approves banking transactions in accordance with established authority levels/limits.
  • Manages branch audits.
  • Other duties maybe assigned
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