Posted:3 weeks ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Customer Service

  • Greet customers warmly and provide assistance with their banking inquiries and transactions.
  • Deliver prompt and professional service in person, by phone, or digitally.
  • Resolve customer issues and escalate complex cases when necessary.

Sales & Product Promotion

  • Identify customer needs and recommend suitable banking products (e.g., savings accounts, credit cards, personal loans).
  • Actively cross-sell and upsell products to meet personal and branch targets.
  • Guide customers through applications and onboarding processes.

Account & Transaction Support

  • Open, maintain, and close customer accounts.
  • Assist with deposits, withdrawals, fund transfers, and other routine transactions.
  • Educate customers on the use of digital banking platforms and tools.

Compliance & Administration

  • Ensure compliance with internal policies, regulatory guidelines (KYC, AML), and security standards.
  • Maintain accurate records of customer interactions and transactions.
  • Update CRM systems and generate basic reports as required.

Requirements:

  • Proven experience in customer service, preferably in a banking or financial services environment.
  • Strong interpersonal and communication skills.
  • Good understanding of financial products and basic banking procedures.
  • Ability to meet sales targets while maintaining excellent service quality.
  • Proficiency in using banking software and digital tools.
  • High attention to detail and organizational skills.

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