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Banking Service Agent

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Professional responsible for serving members, performing banking transactions, verifying documents, and promoting banking products and services, with a focus on customer satisfaction. Key Highlights: 1. Customer service and clarification of doubts regarding banking products and services. 2. Execution of cash operations and organization of cash flow. 3. Team collaboration and continuous improvement through training. **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Experience Level:** Not Specified **Employment Type:** Permanent – CLT Member service, providing information and clarifying doubts regarding banking products and services. Execution of cash operations, including withdrawals, deposits, transfers, and payments. Document verification and authentication, ensuring authenticity and compliance with internal regulations. Cash flow control and organization, ensuring availability of cash to meet daily demands. Identification and resolution of operational issues, seeking efficient and effective solutions to ensure member satisfaction. Promotion of banking products and services, identifying sales opportunities and referring members to the relevant departments. Execution of security procedures, safeguarding the integrity of funds and information handled. Participation in training sessions and periodic meetings, aiming for continuous improvement and updates on new policies and procedures. Collaboration with the team, contributing to a harmonious and productive work environment. **Requirements:** **Requirements:** * Completed or ongoing undergraduate degree in Administration, Economics, or related fields. * Basic computer skills. * Ability to handle cash and perform financial operations. * Strong verbal and written communication skills. **Preferred Qualifications:** * Experience in financial institutions or retail. * Knowledge of cash systems and banking operations. * CPA 10, CPA 20, and/or CEA certifications. **Benefits:** Medical assistance, Gym allowance, Childcare allowance, Education allowance, Corporate mobile phone, Profit-sharing program, Life insurance, Meal voucher

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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