Gestor de Clientes - Benguela
Core
Handle client requests for Personal and Prestige banking services, including account activities, product inquiries, and transaction processing while ensuring compliance.
Role type
Client Manager (Retail Banking)
Builds
Customer service interactions and account management for retail banking clients
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Account opening and closure, transaction processing, KYC and risk assessment, regulatory compliance (FAIS, POPI), data analysis for process improvement, customer relationship management
Preferred skills
Experience in FAIS regulations, prior agency or call center experience, knowledge of retail banking products
Technologies
Digital signature tools, online fingerprint verification, MIS systems
Responsibilities
Receive and resolve client inquiries via all communication channels, assess and manage risks for new accounts and mandates, identify sales opportunities during client conversations, analyze account data to recommend system improvements, update management information systems, open and close accounts per regulatory procedures
Seniority
Mid-level (3-4 years experience)