Branch Customer Service Advisor

Branch Customer Service Executive

Join our team!

If you are passionate about the financial world and enjoy helping people build a better future through savings and investment, at Principal Afore we are looking for talent like you as a Branch Customer Service Executive.

Job Objective

Provide timely, efficient, and quality service to our clients, advising them on the procedures and services handled at the branch, resolving doubts, and ensuring a satisfactory experience that strengthens the relationship with the company.

Main Responsibilities

• Attend to and guide clients on financial procedures, services, and products.
• Provide clear and precise advice throughout the service process.
• Resolve doubts, clarifications, and requests in a timely and assertive manner.
• Follow up on cases until their proper resolution, ensuring customer satisfaction.
• Record and update client information in internal systems.
• Comply with service indicators, attention, and response times.
• Identify opportunities for improvement in the customer experience.
• Escalate complex cases to the corresponding departments when necessary.
• Maintain professional, empathetic service focused on excellence in service.

Requirements

• Completed high school (essential), preferably a bachelor's degree in economic-administrative, communication, or related fields.
• Minimum 2 years of experience in customer service, client service, or related areas, preferably in Afore or the banking sector.
• Experience in managing systems, digital platforms, or CRM.

Knowledge and Skills

Technical Skills

• Proficiency in digital tools and Microsoft Office Suite.
• Data entry and updating in systems.
• Organization and time management.

Interpersonal Skills

• Effective communication.
• Empathy and customer orientation.
• Problem-solving.
• Teamwork.
• Patience and tolerance.
• Adaptability to change.

Key Competencies:

• Customer orientation.
• Results orientation.
• Adherence to norms and processes.
• Proactivity.
• Attention to detail.
• Multitasking ability.
• Positive attitude.
• Excellent service attitude.

We offer:

• Competitive base salary.
• Salary increase upon obtaining certification.
• Commissions.
• Statutory and superior benefits from day one.
• Pension Advisor certification at no cost.
• Paid training.
• Grocery vouchers.
• Uniforms.
• Professional development opportunities.
• Working hours: Monday to Friday, 9:00 AM to 6:00 PM.