Customer Service Agent

Job Summary

To deliver high quality customer services and be the bank's relationship officer with all types of customers on regular basis through ensuring existing and prospective customers are served efficiently and effectively by performing all front office duties in relation to the provision of the wide range of products and services.

Key Accountabilities

Customer Relationship

• Interview and advise customers on all aspects of the bank's full range of products and services, assess opportunities for cross selling.
• Engage in marketing activities of the branch and endeavour to identify and introduce new customers to the bank.
• Conduct proactive calls when introduce special short time promotions in order to attract new customers to the bank.
• Assist the customers in completing the required formalities as per bank's requirements, relating to the type of transactions they wish to avail.
• Promote electronic and self-service channels by educating customer to use ATMs,POS, call Centre, SMS,IVR Bank direct etc.
• Receive customer complaints, liaise with appropriate departments and ensure resolution in order to achieve customer satisfaction.
• Arrange to forward all signed documents with the necessary approvals to the Opening Workstation for processing.
• Ensure dispatch of all customer transactions received by branch to opening workstation and customer delivery as necessary and within agreed time frames.
• Ensure completion of all financial and non-financial transactions passed during the day.
• Liaise with branches, departments and risk management with regard to referrals/follow ups to ensure completion based on SLA’s.
• Follow-up on identified business opportunities and regularly update team leader about portfolio’s accounts development.

Continuous Improvement

• Contribute to the identification of opportunities for continuous improvement of systems, processes and practices taking into account ‘international leading practice’, improvement of business processes, cost reduction and productivity improvement.

Policies, Systems, Processes & Procedures

• Recommend improvements to departmental procedure and direct the implementation of instructions and controls covering a specific area of activity so that all relevant procedural/legislative requirements are fulfilled while delivering a quality, cost-effective service.

Statements and Reports

• Assist in the preparation of timely and accurate departmental statements and reports to meet CBQ and department requirements, policies and standards.

Quality, Health, Safety, & Environment

• Ensure all relevant quality, health, safety and environmental procedures, instructions and controls are adhered to so that the safety of employees, quality of products/services and environmental compliance can be guaranteed.

Related Assignments

• Perform other related duties or assignments as directed.