Customer Relationship Officer

CSB Bank; Ponkunnam; On-site; INR 600,000 - 900,000; Full time

Job summary

CSB Bank is seeking a customer relations professional in Kerala to build strong relationships with customers and provide outstanding service. The role focuses on understanding banking needs, promoting products, and supporting daily branch operations while collaborating with internal teams.

The ideal candidate has 2+ years in banking or finance, strong communication skills, and proficiency in MS Office to manage records and respond to inquiries efficiently.

Qualifications

• 2+ years of experience in banking or finance, with focus on customer relationships.
• Strong knowledge of banking products and services (savings accounts, loans, credit cards).
• Excellent communication and interpersonal skills; able to build rapport with customers and colleagues.
• Ability to work in a fast-paced environment, prioritize tasks and manage multiple responsibilities.
• Strong problem-solving skills; analyze issues and develop effective solutions.

Responsibilities

• Develop and implement effective strategies to build strong relationships with existing and new customers.
• Provide exceptional customer service, responding to inquiries and resolving issues promptly.
• Drive sales of banking products, identifying opportunities to cross-sell and upsell services.
• Support branch operations, ensuring smooth day-to-day activities and maintaining accurate records.
• Collaborate with internal teams to achieve business objectives and enhance overall customer satisfaction.
• Analyze customer feedback and suggest improvements to products and services.

Skills

Customer service

Cross-selling

Upselling

Communication

Interpersonal skills

Problem solving

MS Office

Tools

Microsoft Office

Job description

Roles and Responsibility

• Develop and implement effective strategies to build strong relationships with existing and new customers.
• Provide exceptional customer service, responding to inquiries and resolving issues professionally and promptly.
• Drive sales of banking products, identifying opportunities to cross-sell and upsell services.
• Support branch operations, ensuring smooth day-to-day activities and maintaining accurate records.
• Collaborate with internal teams to achieve business objectives and enhance overall customer satisfaction.
• Analyze customer feedback and suggest improvements to products and services.

Job Requirements

• Minimum 2 years of experience in a related field, preferably in banking or finance.
• Strong knowledge of banking products and services, including savings accounts, loans, and credit cards.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
• Strong problem-solving skills, with the ability to analyze problems and develop effective solutions.
• Proficiency in Microsoft Office and other software applications, with excellent computer skills.