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Samuel

Customer Service Officer with financial advisory and client relations expertise

Video resume

Customer Service Officer (Financial Agent)
Deliver a customer focused service throughout a banking systemnCollaborate in providing financial advice to improve customers personal bankingnCollaborated in personal interactions with customers to improve an organizational relationship between Scotiabank and our customers.nExplain and action direct sales to the client, such as improvement of accounts, both debit and credit, increases to credit limits and record delivery options.

Contacto

Bogotá, Bogota D.C., Colombia
Abierto a remoto
Disponible en CazVid
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Competencias

Customer ServiceAdvanced

Provided customer-focused service, ensuring high satisfaction and strong organizational relationships.

Financial AdviceIntermediate

Collaborated in delivering financial advice to clients to enhance their personal banking experience.

Sales and Account ManagementIntermediate

Performed direct sales activities including account improvements and credit limit adjustments.

Communication SkillsAdvanced

Engaged in personal interactions with clients to foster organizational relationships and explain banking options.

Resumen

Experienced Customer Service Officer with a focus on financial advisory and client relationship management within the banking sector.

Logros Clave

  • Collaborated with team to provide personalized banking solutions to improve customer relationships
  • Handled direct sales actions including account improvements, credit limit increases, and record delivery
  • Contributed to delivering customer-focused service in a banking environment at Scotiabank

Habilidades

Customer ServiceFinancial AdviceSales and Account ManagementCommunication Skills
Publicado en CazVid - 3 jul 2025
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