Gestor de Clientes - Benguela
Core
Handle client requests for Personal and Prestige banking services, including account activities, product inquiries, and risk/compliance checks.
Role type
Retail banking customer service manager
Builds
Banking services for individuals and high-net-worth clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer service, risk assessment, compliance (KYC, POPI, FAIS), account management, data analysis, sales opportunity identification
Preferred skills
Experience in FAIS regulations, prior agency or call center experience
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; analyze client data and bank statements; open, transfer, and close accounts; update management information systems.
Seniority
Mid-level (3-4 years experience)