Client Service Officer (Southwest)

1–2 years of experience with the bank’s products, compliance procedures, and regulations governing financial services management. Previous experience in branch banking is required.

Attend to telephonic queries regarding cheque books.
Receive and handle ATM cards according to laid-down policies and procedures and perform daily balancing of ATM cards in conjunction with the Asset Custodian.
Issue off-cycle statements at customer’s instance and take charges as appropriate and keep records of all source instructions from customers.
Identify cross-selling and migration opportunities and sell products/services reactively and participate in tactical sales/marketing activities as required.
Attend to the posting of all value transactions within own level of authority and advice Team Leader Frontline Support to verify all value transactions posted.
Process instructions for Cash Transfers (CT) according to laid-down policy, complete Customer Complaints Register and obtain source documents where applicable and log completed Customer Complaints on the appropriate Remedy Application on daily basis.

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