Anfitrion Digital Agencia AFP
Core
Welcome customers at branch locations, analyze their needs, and direct them to the appropriate service area (self-service, general, or benefits) to optimize branch flow.
Role type
Frontline customer service agent (branch operations)
Builds
Customer service workflows and branch efficiency
Domain
Financial services / Banking
Deliverable
product features
Required skills
Customer service, Office 365, Self-service promotion, Biometric validation, Queue management
Preferred skills
None stated
Technologies
Office 365
Responsibilities
Receive customers at the branch, analyze needs, direct to self-service/general/benefits areas, promote biometric validation, suggest app installation, monitor congestion, guide customers through transaction modules
Seniority
Entry-level to Mid-level