Asesor Sucursal en Entrenamiento
Core
Provide exceptional in-branch customer service and guidance on financial products, ensuring correct usage and resolving issues in a single visit.
Role type
Branch Customer Advisor
Builds
Financial security products for individuals
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer service, Regulatory compliance, Information registration, Electronic device handling, Process monitoring
Preferred skills
Afore processes knowledge
Technologies
Office (Excel, Word), Windows, Outlook, Internet Explorer, Tablets, Biometric scanners
Responsibilities
Advise clients on product usage and regulations, Register client requests and procedures, Monitor process changes and regulatory updates, Ensure efficient in-branch experience minimizing wait times, Follow up on client requests to prevent rejections.