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Executive - Personal Financial Services (Operations & Customer Service)

Executive - Personal Financial Services (Operations & Customer Service)
Company:

(Confidential)



Job Function:

Customer Service

Details of the offer

If you are looking to excel and make a difference, take a closer look at us…Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank's products and services to customers and responsible for high levels of Customer service and seamless transactions.Key Responsibilities and AccountabilitiesSales & ServiceProvide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping ResultsCarry clear targets for specific products - CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch OpsLearn and use I-Pads/other devices (if applicable to branch) for customer service/ cross sellingPerform Meeter-Greeter/Navigator role on rotational basis / as applicableAssist in calling up customers for service / sales interactionsStep out of the branch to meet customers for service / sales discussions occasionally / as applicableSupport Bank's Digital Transformation initiatives including Connect Penetration and OTC Transaction migrationAccept assignments as required to maintain adequate staffing levels throughout branch networkOperationsCarry out Branch RCSA through sample checking and effective rectification as applicableAccept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate mannerOver-ride transactions as per Bank defined transaction limitsRead, understand and comply with Bank's internal SOPs as applicableBe on stand-by during weekend for SST activities, as and when applicablePerform Relief CSOM/2nd Liner functions as and when applicableResponsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier)Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigationObserve and comply with the Bank's Code of Conduct & EthicsOther ResponsibilitiesMaintain confidentiality of customers and Bank's information in a responsible mannerKeep a clean, organized work area and maintain a professional appearanceAttend all trainings as applicable including e-learning/WorkdayFiling of reports.Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etcCarry out other duties as assigned periodically.Managerial (team/group responsibilities)Supervise clerical / other staff where applicableSupport a conducive working environment among team members.Organizational (organizational responsibilities)Represent HLB in relationship building with the community'Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.RequirementsEducation/QualificationDegree/Diploma HolderExperience (is an advantage)Related working experience in financial institution or related fieldPossess customer interaction / cash handling / transaction processing / sales experienceSpecial SkillsBasic banking knowledgeHigh level of integrity and accountabilityExcellent service mindset and communication skills and cross selling skillsProfessional appearance and courtesyCertification/Licensing Requirements (is an advantage)FIMM / UT licensePCE & TBE license


Source: Whatjobs_Ppc

Job Function:

Requirements

Executive - Personal Financial Services (Operations & Customer Service)
Company:

(Confidential)



Job Function:

Customer Service

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