Advisor, Retail Channels (Reporting)

• Develop and implement data collection process and other strategies that optimize statistical efficiency and data quality.
• Acquire data from primary or secondary data source and maintain databases.
• Identify, analyze, and interpret trends or patterns in complex data sets.
• Prepare and analyze product and customer reports for strategic initiatives related to acquisition and portfolio retention.
• Work closely with management to prioritize business and information needs.
• Locate and define new process improvement opportunities.
• Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Maintain a professional and courteous manner with clients, respond to internal clients in a timely and attentive manner, communicate clients concerns and future needs to supervisor.
• Other duties may be assigned.

• Bachelor’s degree in business administration with a major in Accounting, Finance, Mathematics, or related field required.
• Three (3) years of experience working with data models, database design development, reporting and/or data mining required. Experience in the banking or any regulatory industry is highly desirable.
• 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 (verbal and written) required.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Knowledge of statistics and experience using statistical packages for analyzing large data sets such as Excel, Access, Power BI, or related programs.
• Excellent communication skills and ability to work collaboratively and effectively with diverse staff, colleagues, and clients.
• Demonstrated ability to analyze problems/issues, gather data and information, evaluate, and recommend alternative solutions.
• Proficiency using Microsoft Office (Word, Excel, Access, Power Point, Outlook), Power Business Intelligence and MS SQL, or other software applications to retrieve data, create spreadsheets, and reports.

Oriental Bank