Gestor/a Personal a Distancia

Posted 1hrs ago

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Job Description

Remote Personal Manager advising CaixaBank customers through digital channels. Providing specialized banking guidance, digital onboarding, portfolio management, and closing remote sales.

Responsibilities:

  • Meet customer needs through remote channels using the entity's technological capabilities
  • Provide specialized advice on banking products
  • Manage digital contracting
  • Deliver remote customer service through omnichannel channels
  • Conduct digital customer onboarding and enrollment
  • Identify business opportunities proactively
  • Manage customer relationships and portfolios
  • Close digital sales

Requirements:

  • No requirements provided