Hybrid Full-time

Oriental Bank is hiring an Advisor, Retail Banking (Salesforce Expert)

About the Role

Oriental Bank is hiring a Advisor, Retail Banking (Salesforce Expert) to define and execute the vision, strategy, and roadmap for our Salesforce ecosystem. This role ensures Salesforce delivers maximum business value through governance, innovation, and user adoption, acting as a bridge between business stakeholders, technology teams, and external partners.

What You'll Do

  • 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.

What We're Looking For

  • Bachelor’s degree in Project Management, Business Administration or related field.
  • Five (5) years of Salesforce projects and implementation experience in service environments.
  • Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications.
  • Excellent project management, technology implementation, and organizational skills.
  • Excellent written and verbal communication skills in Spanish & English.
  • Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with stakeholders.
  • Legally authorized to work in the US.

Nice to Have

  • Banking experience.
  • Salesforce Administrator Certification.

Technical Stack

  • Salesforce
  • MS Office (Word, Excel, Outlook)
  • Reporting systems

Team & Environment

This role acts as a bridge between business stakeholders, technology teams, and external partners.

Work Mode

This is a hybrid position based in San Juan, PR.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities).

Required Skills
SalesforceMS OfficeReporting SystemsRetail BankingCustomer Relationship ManagementProcess ImprovementSystem ConfigurationData AnalysisTrainingComplianceProject Management
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About company
Oriental Bank

A financial institution providing banking services in Puerto Rico

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Job Details
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Posted 3 months ago