Customer Service Advisor/Teller at Caritas MFB

JOB PURPOSE

To efficiently handle customer transactions, maintaining customer satisfaction, maximize revenue collection and manage risk while cross-selling bank products to achieve branch profitability.

KEY RESPONSIBILITIES

•  Receiving customers at the branch and attending to enquiries
•  Receiving customers emails and phone calls and providing prompt feedback
•  Engage customers with inactive accounts to activate them
•  Assist customers in the account opening procedures
•  Conduct KYC and AML verify customers’ credentials and information shared
•  Report any fraudulent or questionable potential customers
•  Share the bank product flyer and introduce the features to the customer for future follow up.
•  Cross sell bank products to existing customers to increase product usage level
•  Processing of deposit and withdrawal transactions
•  Efficient execution client’s instructions and follow up
•  Provide service feedback form to the customers
•  Ensure the banking is well stocked with promo material and necessary stationery
•  Authenticate all outward cheques and post in the system
•  Cash management by tracking the level of cash in your till and the demand levels
•  Keep the cash tills secure
•  Management of turnaround time on customer queries
•  Queue management in the banking hall
•  Ensure the customer experience is commendable at all times.
•  Monitor the ambience and cleanliness of the banking hall through the day
•  Facilitate applications of ATMs and mobile banking services
•  Coordinate the postage of parcels from branch to designated recipients and back
•  Coordinate the branch meeting logistics
•  Responsible for basic office supplies such as stationery, water etc
•  To perform any other duty as assigned in line with the organization goals and objective

QUALIFICATION AND EXPERIENCE REQUIREMENTS

•  Degree in a Business Management, Accounting, Finance or Business Administration.
•  Professional banking qualifications will be added advantage.
•  2 years’ work experience in a bank will be added advantage.
•  Excellent customer service skills
•  Able to multitask.
•  A fast learner
•  Good communication and interpersonal skills
•  Good marketing and People management skills
•  Must be self-driven; possess excellent administrative, communication and interpersonal skills, strong organization, and negotiation skills.