CUSTOMER EXPERIENCE ASSISTANT | ENGAGEMENT PF II MG
Core
Support High Net Worth and Private Banking clients by ensuring compliance, improving processes, and operational efficiency.
Role type
Customer Experience Assistant for High Net Worth and Private Banking
Builds
Customer journey and satisfaction for Inter's High Net Worth and Private Banking segments
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer service, banking products knowledge, process improvement, operational resolution, proactive communication
Preferred skills
English, Spanish, C-Pro R certification
Responsibilities
Handle client inquiries via phone, WhatsApp, and email; escalate and resolve operational issues; assist clients with account usage; manage client dissatisfaction proactively; ensure service quality and agility for High Net Worth and Private Banking clients.