Customer Service Agent
6 months ago
A reputable financial institution dedicated to providing top-notch services to clients. Is currently seeking a detail-oriented and customer-focused individual to join their team as a Customer Service Agent.
As a Customer Service Agent in our financial institution, you will play a pivotal role in ensuring excellent customer service experiences. You will be responsible for addressing inquiries, resolving issues, and providing information related to our financial products and services.
**Responsibilities**
Address and resolve customer issues and concerns effectively, escalating complex matters to the appropriate departments when necessary.
Stay informed about the institution's financial products, services, and policies to provide accurate and up-to-date information to customers.
Assist customers with your various financial transactions, including deposits, withdrawals, fund transfers, and account inquiries.
Ensure compliance with regulatory guidelines and internal policies while processing customer transactions and providing information.
Maintain accurate and organized customer records, ensuring all interactions are documented appropriately in the customer relationship management (CRM) system.
Identify opportunities to cross-sell additional financial products or services based on customer needs and preferences.
Collaborate with other departments, such as banking operations and compliance, to resolve customer issues and improve overall service quality.
**Qualifications**
- High school diploma or equivalent; additional education in finance or a related field is a plus.
- Previous customer service experience, preferably in a financial institution.
- Strong communication and interpersonal skills.
- Knowledge of banking and financial products.
- Ability to handle confidential information with discretion.
- Familiarity with banking software and customer relationship management systems.
**Job Types**: Full-time, Permanent
**Salary**: £23,346.00-£25,466.00 per year
**Benefits**:
- Flexitime
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Yearly bonus
Work Location: In person
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