ASESOR UNIVERSAL II - DIVISIÓN LIMA CENTRO
On-siteLima, Lima Province, Peru
Job Summary
Conduct daily cash vault procedures including receiving, recounting, and balancing cash before and after operations. Process customer transactions for deposits, withdrawals, bill payments, and account openings while verifying client identity and reporting discrepancies. Manage credit card issuance, cancellation, and blocking; perform credit evaluation and cross-sell financial products like loans and insurance. Maintain accurate client databases, resolve complaints, and execute recovery plans for at-risk accounts. Coordinate with office management for batch transaction controls, remesa reporting, and branch accounting reconciliation.
Required Qualifications
- Valid work visa, work permit, or residence permit for the country where the position is located
- Ability to comply with local labor and immigration regulations
- Proficiency in Spanish
- Ability to handle cash operations including counting, arming, and reconciling cash boxes
- Ability to perform customer identification procedures
- Ability to detect and retain counterfeit bills
- Ability to process deposits, withdrawals, account credits/debits, checks, services payments, and transfers
- Ability to open accounts for natural persons
- Ability to sell insurance products (Card Protection, Multiple Insurance, Insurance Withdrawals)
- Ability to maintain accurate client database information
- Ability to evaluate and analyze credit operations for approval
- Ability to issue, assign, cancel, or block debit and credit cards
- Ability to manage domiciliation affiliations, maintenance, and cancellations
- Ability to cross-sell financial products and services
- Ability to identify and recover at-risk clients
- Ability to manage PPG (Personal Protection Plan) objectives and activities
- Ability to handle batch transaction controls
- Ability to perform dual control of remittance receipt, counting, and reporting
- Ability to assist in office accounting reconciliation
- Ability to consult and register client information regarding anti-money laundering activities
- Ability to manage cash supply to ATMs
- Ability to handle customer complaints and incidents with quality and agility
- Ability to prevent client churn by offering alternatives
- Ability to monitor live and expired client risk
- Ability to participate in office meetings and report on management issues
- Ability to execute commercial campaigns for non-personalized and optional client segments
Desired Qualifications
- Experience in banking operations
- Knowledge of financial products
- Strong communication skills
- Ability to work in a multidisciplinary team
- Adaptability to change
- Commitment to work-life balance
- Interest in the energy transition and inclusive growth
- Familiarity with disruptive technologies in the financial industry
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