ASESOR/A COMERCIAL | AGENCIA MERLIOT | BANCOAGRICOLA SV

Offer personalized financial solutions, advising and placing clients with products, assets, liabilities, and services, as well as maintaining them, in accordance with established standards and policies to achieve commercial and service goals with the aim of achieving customer loyalty and recommendation.

Requirements

• Cross-selling financial products such as assets, liabilities, insurance, and other services (e-banking, mobile banking, alert plan, etc.)
• Perform and authorize client requests such as changing passbooks, issuing checks, issuing checks, and international transfers
• Perform daily follow-up of product requests (credits, credit cards, overdrafts, and extra-financing)
• Perform various document balances (checkbooks, invoices, account openings, insurance, etc.)
• Perform the review or cash count of cashiers to ensure that the daily reconciliation has been made
• Identify customers for the placement of financial products, through calls and referrals