Estrada International Staffing Solutions
Consulting + 2 more
Description
Customer Service & Relationship Management:
- Serve as a primary contact for customers, responding promptly and professionally to enquiries.
- Provide accurate information on account services, products, transactions, and general banking procedures.
- Build positive relationships with customers and ensure a consistently high-quality service experience.
- Identify customer needs and recommend appropriate products or services.
Complaint Resolution:
- Receive, investigate, and resolve customer complaints within established service standards.
- Follow up on unresolved issues and coordinate with relevant departments to ensure timely resolution.
- Escalate complex or sensitive complaints to the appropriate supervisor or department.
- Maintain records of customer complaints, resolutions, and follow-up actions.
Customer Onboarding & Account Support:
- Support new customer onboarding and account opening processes.
- Verify required customer documentation and ensure compliance with established onboarding procedures.
- Assist customers with account-related requests, updates, and service issues.
- Maintain accurate and up-to-date customer information and records.
Product Promotion & Customer Retention:
- Promote relevant banking and financial products based on customer needs.
- Identify opportunities for cross-selling and referrals to support branch revenue objectives.
- Follow up with customers to strengthen relationships and encourage continued use of the institution's services.
- Gather customer feedback and share insights that can improve products and service delivery.
Requirements
Education:
- HND or Bachelor's Degree in any discipline.
- Relevant training or certification in Customer Service, Banking, Marketing, or Relationship Management is an added advantage.
Experience:
- 2–3 years of relevant experience in customer service, banking, microfinance, financial services, or a related environment.
- Proven experience handling customer enquiries and resolving complaints.
- Experience in customer onboarding, account support, or financial product promotion is an advantage.
- Strong communication and relationship management skills.
- Ability to work effectively in a customer-facing and fast-paced environment.
Technical Competencies:
- Customer Relationship Management
- Complaint Resolution
- Customer Onboarding
- Account Administration
- Product Knowledge
- Communication
- Microsoft Office
- Customer Records Management.
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