Customer Service & Inquiry Handling

• Respond to customer inquiries via phone, email, one-on-one interactions, etc.
• Provide information about banking products, services, policies, and procedures.
• Maintain a professional and positive attitude while assisting customers.

Cash Handling & Tellering Functions

• Process deposits, withdrawals, transfers, and payments accurately and efficiently.
• Handle cash transactions, verify amounts, and ensure accurate record-keeping.
• Reconcile daily transactions and balance cash drawers at the end of day.
• Issue cheques, drafts, and other banking instruments.

Issue Resolution & Technical Support

• Identify counterfeit notes and report suspicious transactions in compliance with regulatory guidelines.
• Resolve customer complaints promptly, ensuring a positive experience.
• Investigate discrepancies, identify root causes, and implement solutions.
• Assist customers with online and mobile banking issues, troubleshooting as needed.

Request & Transaction Processing

• Facilitate account opening, loan applications, and card issuance.
• Assist with order placements, transaction tracking, and processing.

Customer Education & Cross-Selling

• Educate customers on product features and benefits.
• Promote additional banking products and services, such as loans, savings plans, and investment options.
• Recommend upgrades or complementary financial solutions to meet customer needs.

Records Management & Compliance

• Update and maintain accurate customer records in the banking database.
• Document customer interactions, feedback, and resolutions.
• Adhere to banking regulations, anti-money laundering (AML) policies, and data protection guidelines.

Collaboration & Performance Metrics

• Work closely with other departments to ensure smooth issue resolution.
• Meet service metrics such as response time, resolution rate, and customer satisfaction scores.
• Contribute to process improvement initiatives and provide customer feedback to enhance services.

Continuous Improvement & Customer Experience

• Stay updated on banking policies, industry trends, and new financial products.
• Strive to exceed customer expectations and build long-term relationships.
• Ensure an empathetic and customer-focused approach in all interactions.