BRANCH AGENT COSTA RICA INTERINIDAD
Core
Manage client interactions in a bank branch to deliver a superior customer experience and meet commercial objectives.
Role type
Branch Agent (Temporary)
Builds
Customer service interactions and sales of financial products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling techniques, operational procedures, regulatory compliance, customer problem resolution
Preferred skills
MIFID certification, LCI certification
Technologies
None stated
Responsibilities
Inform clients of product offerings and identify cross-selling opportunities; Resolve client problems and execute banking operations; Demonstrate knowledge of bank products, campaigns, and competitor landscape; Share relevant customer and process information to improve bank operations