CUSTOMER ADVISOR ANALYST I
Core
Specialized advisory and operational support for High Net Worth and Private Banking clients, ensuring a differentiated and personalized experience.
Role type
Customer Advisor Analyst I (High Net Worth/Private Banking)
Builds
Personalized banking solutions and product offerings for affluent clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Specialized client advisory, proactive demand management, operational problem-solving, account guidance, consultative communication, cross-sell and up-sell, public figure client handling
Preferred skills
High Net Worth or Private Banking client experience, intermediate to advanced English and/or Spanish
Technologies
Internal banking channels (phone, WhatsApp, email)
Responsibilities
Provide specialized, personalized service to High Net Worth clients; Manage and follow up on client demands proactively; Resolve operational issues within established deadlines; Guide clients on account usage and anticipate needs; Handle inquiries via phone, WhatsApp, and email with a consultative approach; Sell banking products based on client profiles; Ensure client experience quality and engagement; Address client dissatisfaction with empathy and strategy; Provide discreet and exclusive service to public figure clients