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017.Customer Services Representative

A bank customer service representative is someone whose role is to provide information regarding the bank’s
products and services to its customers. He/she is responsible for communicating with clients and assisting them, in
person and over the phone, in financial transactions, service and meeting set-ups, and other tasks in response to the
client's needs.

  • Provide splendid customer services to customers in a friendly and courteous manner at all times
  • Have sufficient knowledge about the banking products and services and respond to all inquiries accordingly.
  • Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
  • Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties
  • Inform and suggest new banking products to customers
  • Provide information to customers on their account status and account balances
  • Open new bank accounts according to laid down rules and guidelines
  • Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
  • Provide assistance to all other members of staff in other departments of the bank by liaising with them
  • through healthy interaction
  • Participate in marketing and awareness campaigns in the bank to create an enlarged customer base
  • Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction
  • Ensure that customers’ confidential information is properly protected and only used for official purposes
  • Be involved in performing some financial related and marketing transactions
  • Channel complex customer complaints and challenges to the right quarters for effective resolution
  • Continuously update skill by participating in professional trainings, go for courses as instructed by management and be willing to contribute acquired knowledge to the development of the back.
  • Promote Team Work and prove to be an effective participant of the TEAM.
  • Responsible for CIF amendment and Dormant activation.

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