Retail Advisor

• • Minimum of 6 months of experience in Customer Service within the banking and service provision sector for financial advisory.
  • Banking operations, financial products, and sales techniques
  • Valuable: Degree/Graduate/Diploma/Module (Law, Economics, Business Administration) + official MIFID Certification + LCI Certificate.

Manage customer interactions in the office during their visit in order to comply with the strategy set by the bank and the channel.

They will seek to satisfy the client's operational or commercial needs, providing an outstanding customer experience and ensuring that such action is carried out in accordance with the established parameters.

1. Inform clients or prospects of our product offering so that they may choose those that best suit their financial needs. Proactively seek cross-selling opportunities based on said needs. Achievement of the set commercial objectives (Commercial Action).

2. Provide solutions to problems raised or operations requested in the most efficient and satisfactory manner, always seeking high standards in Customer experience.

3. Execute those operations or actions required by the client in accordance with existing procedures, internal audit, and security standards (Execution of Procedures and Operations).

4. Demonstrate knowledge of the bank's products and campaigns, as well as the market and competition. Know the functioning and operation of other bank channels with which there is a direct relationship (Knowledge and Training).

5. Share with their manager, and the channel, all relevant information regarding clients or processes that may be gathered during the performance of their customer service work to help improve the bank.

For our DIAGONAL office, we are looking for a permanent manager with full-time employment and a schedule of Monday to Thursday from 10:30 to 19:30 and Friday from 08:00 to 15:00.