Personal Banker
Core
Serve as the first point of contact for International Personal Banking clients across phone, email, and face-to-face channels to deliver financial solutions and resolve account restrictions.
Role type
Personal Banker (Customer Service & Operations)
Builds
Financial solutions and account management services for International Personal Banking clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Contact Centre Customer Relationship Management, Query Resolution, Difficult Calls Management, Verbal Communication, Active Listening, Following Procedures
Preferred skills
Experience in Personal/Private Banking, Customer service experience
Technologies
Contact Centre Customer Relationship Management
Responsibilities
Act as the first point of contact for notice to close instructions and resolve posting restriction issues; Refer complex queries regarding deceased clients and fraud to the BCU; Build relationships with IPB customers by understanding and servicing their needs; Engage proactively with other departments and complete internal training requirements.