Customer Care Representative
Vor 2 Tagen
Role Summary
The incumbent is mainly responsible for providing efficient, friendly and quality service to customers; answering queries, providing information and guiding customers through various banking procedures; marketing the Group’s products and services and encouraging customers to increase their business with the Group.
Role Description
- Perform certain customer related tasks such as posting account opening, customer data maintenance, issue of balance/no liability certificates etc.
- Should be able to assume teller or branch operations staff responsibilities at peak times, or whenever necessary.
- Full control of invoices internal process: log, distribution, booking in AVALOQ and full detailed travel expenses control. Ensure daily/monthly /periodically all transactions/reports are reviewed, scanning and filling of invoices.
- Perform the preparation, scan and upload of all the bank documents related to clients, on the Alexandria platform (Alexandria project).
- Carry out assigned clerical tasks when necessary.
- Carry out any other administrative task when required.
**Qualifications**:
- Bachelor’s degree
- Well-informed of the Private banking environment and operations, industry practices and regulations.
- Good people relationship skills and awareness of risk management concept and practices
- Good understanding of the Private Banking (HNW) customer base, its needs and expectations
- Strong analytical, problem solving, decision-making and financial management skills
- Self-driven individual with the ability to make decisions and follow through with initiatives
- Planning, organizing and analytical ability
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