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Banco Plata

Agente de Unidad Especializada

Customer SupportConfirmed live in the last 24 hours
Full-timeMexicoNo salary listedIn-person

About the Job

Requirements

  • Experience handling formal complaints, customer service, or similar roles.
  • Basic knowledge of financial regulations and consumer rights, ideally those related to CONDUSEF.
  • Strong spelling, writing, and communication skills.
  • Strong conciliation and negotiation skills.
  • An empathetic, solution-oriented approach focused on continuous improvement.
  • Ability to analyze and manage complex cases and set priorities.
  • Proficiency with customer relationship management (CRM) tools and case-recording systems.

Responsibilities

  • Manage and resolve complaints and requests submitted to the UNE, providing clear, empathetic responses within regulatory time limits.
  • Follow up promptly and document cases referred by external authorities, ensuring they are handled within established deadlines.
  • Ensure all UNE-related responses and processes comply with applicable regulations, protecting both customers and the institution.
  • Maintain detailed, organized records of every interaction, resolution, service time, and document sent, with full case traceability.
  • Coordinate with Legal, Compliance, Risk, Product, and Customer Care to gather information and resolve cases comprehensively.
  • Identify recurring complaint patterns or causes and share insights that help improve customer experience and prevent future incidents.
  • Ensure each case is definitively resolved, including follow-up on agreements or commitments made.
  • Monitor and report metrics such as resolution time, recurrence rate, and UNE customer satisfaction.

About the Company

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Total funding
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