Customer Service and Support Officer Lisboa

Overview

We are hiring!

Bison Bank is seeking a proactive and
- oriented professional to join our Customer Service and Support Department. This officer will serve as a point of contact for clients, delivering
- quality service and support to meet customer needs and exceed expectations. The role focuses on creating a seamless and personalized experience while upholding the bank’s standards of excellence.

Main Responsibilities

• Corporate and Investment Fund Support: Facilitate corporate and investment funds account opening processes, ensuring accuracy and compliance with banking standards.
• Customer Assistance: Provide timely and accurate responses to customer inquiries across multiple channels (email, phone, and chat).
• Digital support: Assist customers with account setup, updates, and troubleshooting banking tools (online platforms, apps).
• Issue Resolution: Identify and resolve client concerns efficiently, escalating complex cases to senior staff when necessary.
• Compliance and Security: Adhere to regulatory guidelines and ensure all interactions align with Bison Bank's compliance and data security policies.
• Customer Feedback: Collect and document customer feedback to identify areas of improvement in products or services.
• Team Collaboration: Work closely with other departments, such as Technology and Operations and Business Development, to address client needs holistically.

Requirements

• Education: Bachelor’s degree in business administration, finance, or a related field (preferred).
• Experience:
• At least 2 years in a customer service or operations role, preferably in banking or financial services.
• Experience in corporate and investment fund account opening processes is a significant advantage.
• Language Skills: Fluency in Portuguese and English is mandatory; knowledge of other languages is a plus.
• Technical Proficiency:
• Familiarity with AS400 / Olympic core system is highly desirable.
• Comfortable using digital tools, including banking apps and online service platforms.

Relevant Skills

• Attention to detail to ensure accuracy in customer information and transactions.
• Strong interpersonal and communication skills to interact effectively with a diverse clientele.
• Problem-solving mindset with a proactive approach to finding solutions.
• Adaptability to manage multiple tasks in a
  - paced environment.
• Empathy and patience when handling sensitive or challenging customer interactions.
• Team-oriented attitude with the ability to collaborate across departments.