017.Customer Services Representative

UBL; Pakistan; On-site; PKR 335,000 - 670,000; Full time

Job summary

UBL is seeking a Bank Customer Service Representative to provide information about bank products and services, assist customers in-person and over the phone with financial transactions, service set-ups, and other inquiries to meet client needs.

The role emphasizes delivering excellent service with knowledge of products, handling inquiries promptly, ensuring compliance with bank policies, and supporting colleagues while promoting the bank's offerings.

Responsibilities

• Provide splendid customer services to customers in a friendly and courteous manner at all times
• Have sufficient knowledge about banking products and services and respond to all inquiries accordingly
• Improve customers’ banking experience by ensuring prompt service and resolving challenges without delay
• Ensure compliance with bank policies, procedures, code of conduct and regulatory guidelines
• Inform and suggest new banking products to customers
• Provide information on account status and balances
• Open new bank accounts according to laid down rules
• Promote bank products and services to increase customer satisfaction
• Liaise with other departments to assist staff
• Participate in marketing and awareness campaigns to grow the customer base
• Establish cordial relationships and ensure prompt attention to inquiries
• Protect customers’ confidential information
• Assist in financial and marketing transactions
• Channel complex complaints to the right quarters for resolution
• Engage in training and contribute knowledge to the department
• Promote teamwork and contribute as an active team member
• Responsible for CIF amendment and Dormant activation

Job description

A bank customer service representative is someone whose role is to provide information regarding the bank’s
products and services to its customers. He/she is responsible for communicating with clients and assisting them, in
person and over the phone, in financial transactions, service and meeting set-ups, and other tasks in response to the
client's needs.

• Provide splendid customer services to customers in a friendly and courteous manner at all times
• Have sufficient knowledge about the banking products and services and respond to all inquiries accordingly.
• Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
• Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties
• Inform and suggest new banking products to customers
• Provide information to customers on their account status and account balances
• Open new bank accounts according to laid down rules and guidelines
• Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
• Provide assistance to all other members of staff in other departments of the bank by liaising with them
• through healthy interaction
• Participate in marketing and awareness campaigns in the bank to create an enlarged customer base
• Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction
• Ensure that customers’ confidential information is properly protected and only used for official purposes
• Be involved in performing some financial related and marketing transactions
• Channel complex customer complaints and challenges to the right quarters for effective resolution
• Continuously update skill by participating in professional trainings, go for courses as instructed by management and be willing to contribute acquired knowledge to the development of the back.
• Promote Team Work and prove to be an effective participant of the TEAM.
• Responsible for CIF amendment and Dormant activation.