Job Summary: Serve and guide customers at the branch, resolving teller and customer service requests, ensuring quality standards and regulatory compliance, and promoting alternative service channels. Key Responsibilities: 1. Execute the operational post-sale process for checking accounts. 2. Resolve customer requests while ensuring confidentiality and security. 3. Perform banking transaction operations and assist with inquiries. Execute, serve, and guide various in-person customer requests at the branch—covering both teller services and customer service—and direct customers to existing remote, in-person, or self-service alternatives to ensure adherence to customer service quality standards (KPIs), compliance with regulations and operational risk requirements, continuity of branch operations, and differentiated customer service. **In this role, you will have the opportunity to:** * Execute the operational post-sale process for checking accounts.\- Resolve customer requests in accordance with established procedures and within defined timeframes and quality standards.\- Execute the ordering, dispatching, and destruction processes for Bank-valued items (checkbooks, sight vouchers, cards, promissory notes) in accordance with established procedures.\- Perform banking transaction operations.\- Assist customers in resolving questions or inquiries regarding available operations and how to perform them.\- Ensure customer usage and movement of their checking accounts.\- Ensure resolution of customer requests and provide education on managing their checking accounts.\- Guarantee confidentiality, security, and professionalism in handling customers' personal information. **To succeed in this position, you need:** * Technical education in finance or a related field.\- Banking Teller Certification Course.\- Prior experience in the financial/banking sector, including customer service and document reconciliation.\- Intermediate proficiency in Microsoft Office.
Sofía Muñoz
MyJob · HR
Sofía Muñoz
MyJob · HR
