Description
Job Summary:
We are seeking an Integrated Executive to sell personal banking products and services, advising customers through digital and self-service channels.
Key Highlights:
1. Reinvent banking with us in a high-impact role within the financial industry.
2. Advise customers on financial products and digital channels.
3. Manage sales campaigns for financial products.
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 the protagonist of this reinvention.
The primary mission of the Integrated Executive is to execute commercial actions focused on selling personal 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—thereby achieving both business unit and individual 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 customers on available financial products based on their specific needs.
* Refer customers to specialized departments 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:
* A degree in a field related to finance.
* At least one year of experience in a commercial area involving portfolio management and financial services, 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 individual segment.
* Intermediate proficiency in Google Suite and Microsoft Office.