Personal Banking Associate
2 days ago
The primary objective of this role is to effectively manage the customer experience, ensuring that all interactions are handled in a timely and professional manner.
- This involves processing account opening, maintenance, and closure formalities as per established processes.
- Customers' enquiries and instructions must be addressed while maintaining the bank's delivery standards.
Key Responsibilities:
- Ensure adherence to process and documentation standards, including forms, checklists, welcome calling, approvals, and necessary documentation.
- Maintain liaison with relevant departments where required to facilitate smooth execution of transactions.
- Monitor the quality of forms and documentation provided by customers.
Required Skills and Qualifications:
- A strong understanding of banking processes and procedures.
- Excellent communication and interpersonal skills.
- Ability to work in a team environment and adapt to changing priorities.
Benefits:
- A dynamic and supportive work environment.
- Opportunities for career growth and development.
- A competitive salary and benefits package.
Others:
- Maintain high levels of discipline in the office.
- Escalate issues impacting business and propose solutions to address concerns.
- Manage local vendor relationships for smooth transaction execution.
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