Integrated Executive - Concepción

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Description
Job Summary: Integrated Executive for retail banking, advising customers on financial products and digital channels to deliver a memorable experience. Key Highlights: 1. A key player in the reinvention of banking and the financial industry. 2. Advising customers on financial products and digital channels. 3. Contributing to a memorable customer service experience. Are you ready to make a difference in the financial industry? At Bci, we are transforming the way banking is done, and we want you to be a protagonist in this reinvention. The Integrated Executive’s primary mission is to execute commercial activities focused on selling retail banking products and services, advising customers on the use of digital and self-service channels, with the objective of contributing to a memorable service experience and enabling agile resolution of customer needs — all to achieve both business unit and personal commercial goals. In this role, you will have the opportunity to: \- Execute commercial onboarding of customers via digital channels.\- Digitally educate and train customers throughout their journey of purchasing commercial products and servicing.\- Advise on available financial products based on customer needs.\- Refer customers to specialist areas and defined self-service channels according to their needs (Investments, Private Site Chat, Insurance, Mortgage).\- Manage assigned campaigns for selling various financial products (Consumer Loans, Current Account Plans, Risk and Collections, Mortgage Loans). **To succeed in this position, you need:** \- Degree in a field related to finance.\- At least one year of experience in a commercial role involving portfolio management and financial operations, along with customer service responsibilities.\- Knowledge of internal policies and external regulations.\- Familiarity with digital channels and digital sales advisory.\- Knowledge of financial products targeted at the retail segment.\- Intermediate proficiency in Google Suite and Microsoft Office.
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Sofía Muñoz
MyJob · HR