ASESOR UNIVERSAL II - DIVISIÓN SURCO
On-siteLima, Lima Province, Peru
Lima, Lima Province, PeruOn-siteFull TimeFinancial ServicesEnterprise
Full TimeEnterpriseFinancial Services
Job Summary
Receive cash, recount supplied vault funds before operations, and perform daily cash reconciliation and counting. Process customer deposits, withdrawals, bill payments, and transfers while identifying clients and retaining counterfeit bills. Issue, inform, pre-qualify, and emit credit and debit cards; assign, cancel, or block cards. Manage customer data updates, cross-sell financial products like insurance and loans, and handle credit evaluations for approval. Resolve complaints, recover at-risk clients, and ensure batch transaction processes conclude before liquidation dates.
Required Qualifications
- Valid driver's license or ability to obtain one (implied by 'permiso de trabajo y/o residencia' and 'permiso profesional local' context for cross-border roles, though specific license not explicitly listed as mandatory trait, the text implies legal work authorization is required)
- Ability to obtain a work visa and/or residence permit if the position is outside the candidate's current country
- Compliance with local labor and immigration regulations
- Compliance with professional local regulations applicable to the position
- Ability to perform cash handling duties including receiving metal cans, recounting supplied cash, and performing daily cash reconciliation and counting
- Ability to receive cash and attend to customers according to bank procedures for products such as deposits/withdrawals, account debits/credits, check payments, service payments, investment payments, M.E buy/sell, transfers, wire transfers, account openings for natural persons, credit card insurance sales, multiple insurance sales, and insurance withdrawals
- Ability to perform customer identification for operations
- Ability to detect and retain counterfeit bills found in attended operations
- Ability to report surplus or shortages to the Branch Sub Manager
- Ability to offer and/or contract financial products such as cards, loans, cash installments, subrogation, or other defined in their incentive grid
- Ability to keep client database information updated with high quality
- Ability to evaluate and analyze credit operations and elevate them to corresponding levels for approval
- Ability to open all types of accounts required by clients
- Ability to inform, pre-qualify, and issue credit and debit cards within their delegation
- Ability to assign, cancel, or block debit and credit cards
- Ability to perform affiliation, maintenance, and cancellation of domiciliations
- Ability to plan, manage activities commercially in coordination with the Branch Manager and Sub Manager to meet product/service/migration targets
- Ability to cross-sell products and services to clients during window or patio attendance
- Ability to update and maintain client data permanently and prioritarily in each contact
- Ability to manage solutions to incidents or complaints with responsibility, quality of attention, and response agility
- Ability to detect dissatisfied clients or those intending to cancel their relationship with the bank and offer alternatives to guarantee their retention
- Ability to monitor living risk and expired risk of clients to plan and execute necessary recovery and management actions
- Ability to follow up on PPG (Personal Growth Plan) related to assigned objectives and activities and make necessary corrections and adjustments
- Ability to attend meetings when summoned and actively participate by informing Branch members of topics detected in their management work, relevant aspects about client characteristics and needs of their segment
- Ability to ensure processes involving 'batch' transactions do not remain inconclusive (e.g., card cancellation before liquidation dates)
- Ability to update and properly archive client documentation
- Ability to perform other functions assigned by their supervisor in response to business needs
- Ability to sell credit card insurance, multiple insurance, and insurance withdrawals to clients
- Ability to perform commercial actions and campaigns on non-personalized client segments and optional office clients not assigned to any portfolio
- Ability to receive, count, consult, enter, and report remesas along with the Branch Sub Manager (dual control)
- Ability to participate in and perform the accounting reconciliation of the Branch with the Sub Manager
- Ability to inform, issue, cancel, duplicate debit cards within their delegation under the client's personal consent
- Ability to consult and register client information related to anti-money laundering activities
- Ability to support in the management of supply to cashiers with the Sub Manager and/or AS1 Banca responsible
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