Advisor, Retail Banking

Oriental Financial Services LLC

The Advisor, Retail Banking (Salesforce Expert) will define and implement the bank's Salesforce vision and strategy to maximize business value.

Last checked on June 21, 2026. We may earn a commission when you click through.

This role offers influence banking technology strategies, but it requires deep Salesforce expertise. Candidates seeking a leadership role in retail banking technology should apply.

✓ Strategic role with significant impact ✓ Opportunity to work in a reputable financial institution ✓ Collaborative work environment with cross-functional teams

Advisor, Retail Banking

Oriental Financial Services LLC

Updated 19 days ago

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San Juan

This role offers influence banking technology strategies, but it requires deep Salesforce expertise. Candidates seeking a leadership role in retail banking technology should apply.

About this role

The Advisor, Retail Banking (Salesforce Expert) will define and implement the bank's Salesforce vision and strategy to maximize business value.

About the Company

Oriental Financial Services LLC specializes in financial solutions and retail banking services.

Key Highlights

✓ Lead the Salesforce ecosystem strategy and roadmap
✓ Maximize business value through effective governance
✓ Collaborate with cross-functional teams to implement solutions

💡 Honest Take: This position is ideal for someone with a strong Salesforce background looking to shape banking solutions.

Pros

✓ Strategic role with significant impact
✓ Opportunity to work in a reputable financial institution
✓ Collaborative work environment with cross-functional teams

Cons

✗ Requires extensive Salesforce knowledge
✗ Potentially high pressure due to strategic responsibilities
✗ Not a remote position, limiting flexibility

Best For: Ideal for candidates looking for leadership roles in retail banking technology.

Watch Out: Be prepared for the demands of strategic governance and high-stakes decision-making.

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What Customers Say

Employees appreciate the impactful work but note the high demands of the role.

Expert Review

This position at Oriental Financial Services LLC is focused on shaping the bank's Salesforce ecosystem. Candidates need to demonstrate strong Salesforce expertise and a visionary mindset. The role is pivotal, requiring the ability to collaborate with various teams to maximize effectiveness.

The bank emphasizes governance, making this role crucial for ensuring that Salesforce aligns with business objectives. While the impact of this position can be significant, the responsibility can also be intense, requiring resilience and strategic thinking.

Prospective applicants should note that this is not a remote position, which may limit flexibility. Those looking for a role where they can take charge of technology strategy in retail banking will find this opportunity appealing. For more details, visit the official job listing here.