Asesor Sucursal en Entrenamiento / Principal Afore
Core
Provide in-person financial advisory and administrative support to clients at a branch, ensuring correct product usage and efficient service delivery.
Role type
Branch Advisor (Financial Services)
Builds
Client service interactions and administrative processing for a financial institution
Domain
Financial Services / Retirement Savings (Afore)
Deliverable
client delivery
Required skills
Client advisory, regulatory compliance, data entry, process monitoring, digital device handling, office software proficiency
Preferred skills
Afore processes knowledge
Technologies
Office (Excel, Word), Windows, Outlook, Internet Explorer, tablets, fingerprint readers
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