Position Summary: Advise customers at the branch, resolving banking and customer service requests while ensuring operational quality and continuity. Key Highlights: 1. Execute operational post-sales processes and banking transactions. 2. Assist customers by resolving inquiries and ensuring confidentiality. 3. Technical training in finance and experience in customer service. Execute, attend to, 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 compliance with customer service quality standards (KPIs), adherence to regulations and operational risk requirements, support branch operational continuity, and deliver differentiated customer service. **In this role, you will have the opportunity to:** * Execute the operational post-sales process for current accounts.\- Resolve customer requests according to established procedures and within defined time 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.\- Conduct banking transaction operations.\- Assist customers in resolving questions or inquiries regarding permitted operations and how to perform them.\- Ensure customer usage and movement of their current accounts.\- Ensure resolution of customer requests and provide education on managing their current 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.\- Banking Teller course.\- Prior experience in the financial/banking sector, including customer service and document reconciliation.\- Intermediate Office software proficiency.
Sofía Muñoz
MyJob · HR
Sofía Muñoz
MyJob · HR
