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Asistente Private Banking

BAC · Guatemala

Junior 🇪🇸 Español
Excel

Descripcion del puesto

About the role

The Private Banking Assistant provides timely, personalized support to private banking clients and assists business executives with operational tasks. The role focuses on accelerating processes to exceed client expectations and ensure an excellent banking experience.

Key responsibilities

  • Respond quickly to client requests and provide high‑quality service.
  • Support private banking executives with all operational procedures.
  • Send and receive internal and client documents securely.
  • Open new products, accounts, cards, certificates, and investment funds.

Required profile

  • Enrolled in the first years of a university program in Administration, Finance or a related field.
  • Customer‑service orientation with knowledge of bank accounts, loans and cards.
  • Strong judgment to resolve issues and follow‑up continuously.
  • Ability to handle inquiries by phone and email.

Required skills

  • Proficiency in Microsoft Excel.

Questions fréquentes

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Publicado hace 1 mes

Expira en 3 semanas

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BAC

Guatemala