Customer Service Advisor
Core
Deliver exceptional retail business performance through customer servicing, sales origination, lead generation, and transactional processing in a branch.
Role type
Retail Banking Advisor (Sales & Operations)
Builds
Retail banking products and services for existing and prospective customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
sales techniques, negotiation skills, customer service, cash management, branch operations, regulatory compliance, digital channel promotion
Preferred skills
Diploma in Business/Commerce, 1+ year relevant experience or 3 years bank experience
Technologies
digital banking channels, branch management systems
Responsibilities
Perform cashiering duties and manage till balancing, resolve customer complaints and inquiries, promote and sell banking products to grow market share, execute branch operations (account opening, funds transfer, statement transactions), ensure compliance with banking regulations and internal policies, participate in branch initiatives to achieve retail objectives
Seniority
Individual Contributor
