Position Summary: Serves and assists customers at the branch for teller and customer service activities, ensuring service quality and operational continuity while guaranteeing confidentiality and security. Key Responsibilities: 1. In-person customer service for teller and customer support services. 2. Ensure compliance with quality standards and operational procedures. 3. Guarantee the confidentiality and security of customer information. Execute, serve, and guide various customer requests received in person at the branch—covering both teller and customer service functions—and direct customers to existing remote, in-person, or self-service alternatives to ensure adherence to customer service quality standards (KPIs), compliance with operational regulations and risk management requirements, support branch operational continuity, and deliver differentiated customer service. **In this role, you will have the opportunity to:** * Execute the operational post-sale process for checking accounts.\- Resolve customer requests according to established procedures and within defined timeframes and quality standards.\- Execute the ordering, dispatch, and destruction processes for bank valuables (checkbooks, sight vouchers, cards, promissory notes) per established procedures.\- Perform banking transaction operations.\- Assist customers in resolving questions or inquiries regarding eligible 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 training in finance or a related field.\- Bank Teller Certification Course.\- Prior experience in the financial/banking sector, including experience in customer service and document reconciliation.\- Intermediate proficiency in Microsoft Office.
Sofía Muñoz
MyJob · HR
Sofía Muñoz
MyJob · HR
