Ejecutivo de Servicios y Trámites Financieros Sueldo 15,000 Banca Digital
Core
Provide customer support and guidance on financial accounts, investment funds, and retirement savings processes.
Role type
Customer service executive (financial services)
Builds
Customer service interactions for a digital banking platform
Domain
Financial services / Digital banking
Deliverable
client delivery
Required skills
Customer service, account balance inquiry, transaction validation, data entry, partial withdrawal processing
Preferred skills
Excellent verbal communication, clear diction, reading comprehension
Responsibilities
Answer customer inquiries about investment funds and retirement savings, check account balances and transaction history, advise on authorized partial withdrawals, resolve customer doubts, validate and update customer data
Seniority
Entry-level, 9+ months experience
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