
Banking Professional
2 days ago
The Customer Service Representative role is ideal for individuals who are passionate about delivering exceptional customer experiences. Key Responsibilities include responding to incoming calls, addressing inquiries, and providing detailed information on bank products and services.
- Inbound Call Handling:
- Respond to incoming calls from customers, addressing inquiries related to accounts, transactions, loans, or other banking services.
- Provide detailed information on bank products, services, policies, and procedures in a clear and friendly manner.
- Resolve customer queries, complaints, or issues effectively and efficiently while maintaining a high level of customer satisfaction.
- Customer Support:
- Assist customers with routine banking transactions, such as balance inquiries, fund transfers, bill payments, and loan status updates.
- Help customers navigate online banking platforms or mobile banking apps.
- Identify opportunities to upsell or cross-sell additional products/services to customers based on their needs.
- Problem Resolution:
- Handle customer complaints, escalate issues when necessary, and ensure resolution in a timely manner.
- Follow up with customers on pending issues to ensure full resolution and customer satisfaction.
- Provide guidance on how to handle potential issues, including fraud prevention or security-related concerns.
- Record Maintenance & Documentation:
- Maintain accurate and up-to-date records of customer interactions and transactions.
- Document customer complaints, feedback, and service requests in the CRM system.
- Ensure that all interactions are compliant with the bank's policies and regulatory requirements.
- Compliance & Quality Assurance:
- Ensure all conversations adhere to the bank's quality standards and compliance policies.
- Follow standard operating procedures (SOPs) during customer interactions to maintain consistency and accuracy.
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