
Key Skills: Customer Service, English B2 (Conversational), Call Handling, Data Entry, Problem Solving
Experience: +3 years in Call Center or Customer Service)
Location: Mexico City (Paseo de la Reforma)
Schedule: 6:00 AM – 4:00 PM (CDMX Time)
- Handle inbound customer calls in a professional and courteous manner
- Communicate fluently in both English and Spanish
- Provide accurate information about banking products, services, and policies
- Resolve customer inquiries during the first interaction whenever possible
- Complete follow-ups within established timelines
- Maintain strict confidentiality and compliance with company policies
- Accurately input, update, and verify customer data in internal systems
- Complete required documentation and request forms
- Use internal systems for call tracking, troubleshooting, and data entry
- Educate customers on bank products, identifying upselling and cross-selling opportunities
- Suggest process improvements to enhance customer experience and productivity
- Stay updated on banking products, services, and procedures
- Perform additional assigned duties
- High school diploma or equivalent
- English level B2 (conversational) required
- Basic computer skills and data entry ability
- Excellent communication skills and phone etiquette
- Strong problem-solving skills and customer-focused mindset
- Ability to work in a fast-paced onsite environment
- Previous experience in customer service or call center roles
- Knowledge of banking products and processes
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