Knowledge of the bank's products, compliance procedures and regulations governing the management of financial services. Previous branch banking experience.
Responsibilities
Manage and resolve escalations and complex client issues by providing tailored solutions, ensuring high service quality and driving customer retention within the branch.
Issue off-cycle statements at customer’s instance and keep records of all source instructions from customers.
Process written inter-account transfer instructions and execute all financial transactions within approved limits of authority.
Identify cross-selling and migration opportunities and sell products/services proactively.
Educate customers on the benefits of the bank’s products and services to drive customer engagement and support business development goals.
Maintain a high level of customer satisfaction by providing consistent, professional support to all branch visitors.