Job Summary
Customer Service Advisor is the primary point of contact for clients at Branches & Premium Banking Hubs. Responsibilities include:
- Addressing customers' transaction needs at the point of contact.
- Acting as a digital concierge and educating clients on mobile functionality.
- Providing prompt and holistic solutions to client complaints independently.
- Identifying clients' product needs, offering basic products (deposits, cards, PL & insurance), and referring for high-value transactions (Investments, Mortgages) to Specialists.
The key responsibility of the role is to deliver delightful client experiences at all interaction stages and customer touchpoints.
Key Accountabilities
- Manage and digitize incoming banking transaction traffic at Branches & Premium Banking Hubs.
- Build sustainable relationships and trust with customers through open and engaged communication.
- Maintain a well-presented appearance in manners, dress, and attitude.
- Identify and assess client needs holistically at the point of contact and deliver delightful experiences.
- Collect customer feedback on product ranges and new releases, prepare reports, and collaborate with product teams to deliver desired solutions.
- Generate sales leads based on client needs assessment.
- Provide accurate and complete information using the right tools and processes.
- Meet personal and team sales targets and call handling quotas.
- Handle customer complaints, providing solutions and follow-up to ensure resolution.
- Follow communication procedures, guidelines, and policies.
- Track customer experiences across online and offline channels.
- Collaborate with other retail teams to enhance customer service and brand awareness.
- Align customer experience strategies with marketing initiatives and inform customers about new features.
- Perform product tests, evaluate after-sales support, and facilitate improvements.
- Document processes, log technical issues, and record customer compliments and complaints.
- Identify customer needs and proactively maintain positive experiences.
- Develop feedback surveys.
- Schedule in-person and video meetings with customers and prospects as needed.
- Show appreciation for loyal clients and improve overall brand experience.
Education
Bachelor's Degree in a business-related major.