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Digital Client Advisor

hace 4 meses

Bogota, Colombia Citi A tiempo completo

The Digital Client Advisor is an intermediate-level position responsible for analyzing client service requests and defining and executing action plans involving data analysis and investigation and developing tailored training sessions or hosting massive events in order to promote Digital adoption of Digital Channels and Electronic Banking solutions.

**Responsibilities**:

- Research and analyze client service requests, operation, and digital profile to define an action plan to promote adoption of Digital Channels and Electronic Banking Solutions.
- Coordinate with Sales Representative and Service manager the best approach to engage client to promote adoption of digital solutions.
- Coordinate sessions with clients to understand their needs and provide advice on the benefits of using Digital Channels and Electronic Banking Solutions.
- Deliver client training of digital product based on client’s needs.
- Deliver client training as a trainer of the LATAM CitiDirect Client Academy.
- Host Webinars, Digital Days and massive training/adoption initiatives.
- Have an advisory mindset with the client to ensure the accomplishment of our digital strategy.
- Provide high Class service to the top tier corporate clients, identifying root causes and implementing action plans to improve customer experience
- Guarantee high quality and proactive service base across the Digital initiatives
- Oversee compliance relative with the confidential information.
- Identify opportunities to develop process improvements.
- Be aware and report in detail any problem with the digital channels and electronic banking products.
- Acquire all the knowledge and have the tools to provide support the job assignments
- Leading/Collaborate on projects or initiatives as assigned by management

**Qualifications**:

- 2-5 years of experience in a related role
- Strong Analytical and investigative skills
- Excellent planning and organizational skills
- Excellent written and verbal communication skills
- Excellent public presentation skills.
- Proactive/Initiative/Creativity/Innovation Mindset
- Client and results oriented
- Able to Teamwork/Interpersonal Skills
- Strong Presentation skills
- Computer and technology proficiency
- Advanced English

**Education**:

- Bachelor's degree/University degree or equivalent experience
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Customer Service
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting