Customer Advisor

Location: Madrid

Job Description:

Reporting to the Director of the Office, the chosen person will carry out the duties of customer service, selling banking products at the branch and customer attraction campaigns.


Dealing with customer requests made personally at the office, including both incidents and operations.

  • Balances and transactions.
  • Internal and external transfers.
  • Direct debits (management, queries, duplicate bills, etc.)
  • Requests for certificates

Attracting potential customers by providing a personalised service.

Cross-selling of products and services:

  • Customer activations.

  • Maturity of deposits.

  • Off-balance sheet products: funds, plans and pensions.

Monitoring of commercial activity

Support to companies.



  • Degree in Law, Economics or Business Administration and Management.
  • Training in MIFID II (Information and/or advice) desirable

Specific experience and knowledge::

  • Minimum of three years of experience in customer service, selling financial products and monitoring commercial objectives.

  • Specialisation in off-balance sheet products.
  • Communication and negotiation skills, customer loyalty and focus.
  • Ability to organise and plan.


  • A good level of English is desirable.

Send us your CV to

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