Customer Services Officer
2 months ago
Job Purpose:
Business generation for the Branch Banking channel.
Need analysis, managing and growing relationships of key customers.
Managing corporate relationships and services for Salary Accounts Tie-ups for new client acquisitions
Adherence to compliance policies and organizations standard operating procedures.
Undertaking projects and assignment from time to time as directed by Supervisor
Area of Responsibility:
To exhibit high levels of customer service and sound understanding of retail products and services of the Bank.
To identify potential customers, offer products and services as per their need and increase customer base.
Lead generation and acquisition of Salary Accounts for Branch Channel.
To maintain relationship with existing account holders.
Engage with internal stakeholders across different departments
Learn, understand and seize cross-sell opportunities for other products and channels of bank.
Ensuring requisite compliance with all applicable rules and regulations including specifically KYC, AML requirements in line with the policies and procedures of the Bank
To understand the market needs and give feedback to the Product Development Team to plug the product gaps
Job Authorities:
People Related :
Interaction with Team members, Customer Service Manager, Branch Manager, Marketing Personnel, Compliance Personnel, Operations Personnel
Operational Related:
Adhere to all policies and procedures for transactional banking, AML and KYC.Functional Skills
Selling skills
Preparing and making presentations
Ability to engage in a conversation
Managing MIS
Ability to work on Microsoft excel and accessBehavioral Skills
Excellent communication and interpersonal skills
Ability to multi-task and adapt to any situation or change
Fast learner, energetic, and results-oriented
Problem solver with good judgment
Professional, honest and efficient
Conduct customer's business privately and keep their financial information confidential
Work well under pressure
Drive for results
Interpersonal Effectiveness and Influencing Skills
Process Orientation
Analytical Thinking
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