Asesoría Digital (Monterrey Sur, Nuevo León)
Core
Provide personalized digital financial advisory to customers, promoting the use of online banking platforms and tools to optimize their experience.
Role type
Digital Financial Advisor
Builds
Customer adoption of digital banking platforms and tools
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial advisory, digital platform proficiency, communication, relationship building, problem solving
Responsibilities
Offer expert advice on digital banking products and services, educate customers on digital tool functionalities, identify customer financial needs and propose digital solutions, assist with basic technical issues related to digital platforms, promote digital adoption among customers, stay updated on digital product changes, collaborate with teams for a smooth customer experience
