BCP-MIAMI AGENCY · 1 week ago
Customer Service Representative (Temporary)
Coral Gables, FL
Full-time
Hybrid
Entry Level
1+ years expBCP-MIAMI AGENCY is seeking a Customer Service Representative on a temporary basis to support the Customer Relations Department. This role serves as the primary point of contact for clients, providing personalized attention and tailored support to ensure high customer satisfaction.
Banking
Hiring Manager
Betsy Desai
Responsibilities
Handle daily inquiries received directly from clients; coordinate with other departments within the bank to resolve any issues/inquiries
Ensure a high level of customer satisfaction through clear communication and proactive support
Perform annual revision of client files for documentation update. Advice, coordinate and follow up with customers and/or corresponding account officers for any information and/or missing documentation
Update customer account information and databases as requested by clients
Process account opening/closing while ensuring the policies and procedures and the requirements of Compliance are met
Support clients with any questions or missing information regarding any transaction (i.e., wire transfers, test key, bill payments, returned checks, checkbook requests, etc.)
Process customer Call Backs to confirm wire transfer instructions according to the Department policies and Procedures
Help Compliance Department with customer inquiries/investigations
Provide guidance to clients on how to access and navigate Banca Virtual
Assist as dual control to others costumer relations agents in opening accounts procedures
Carry out other duties as reasonably required by Management
Maintain knowledge to ensure adherence with all applicable regulatory requirements and Compliance policy and procedures, and adhere to all such standards, both legal and regulatory, to avoid exposing the Bank to undue risk
Qualification
Required
Associate degree (AA) or equivalent from two-year College or technical school; or 1 to 3 years in banking related experience and/or training; or equivalent combination of education and experience
Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Basic understanding of Windows operating system
Highly reliable with the ability to maintain regular attendance and punctuality
The ability to evaluate, troubleshoot, and follow-up on customer issues
An aptitude for conflict resolution, problem-solving, and negotiation
Must be customer service oriented (empathetic, responsive, patient, and conscientious)
Ability to multi-task, stay focused, and self-manage
Strong team orientation and customer focus
Familiarity with regulatory requirements (OFAC, BSA/AML)
High attention to detail and accuracy
Fluent in English and Spanish (written and spoken)
Company
BCP-MIAMI AGENCY
Banco de Crédito del Perú – Miami Agency is an international Agency of Banco de Credito del Peru (BCP), the main financial institution in Peru with over 133 years in the market.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase