CUSTOMER SERVICE EXECUTIVE

PeopleStrong; South Carolina; On-site; USD 40,000 - 55,000; Full time

Job summary

PeopleStrong in United States (South Carolina) seeks a candidate for banking/financial services roles focused on branch operations and customer engagement. You will ensure process adherence, promote products, and drive referrals while maintaining daily transaction records.

The role emphasizes cross-selling, relationship building, and contributing to branch profitability. Freshers or candidates with up to 1 year in lending/finance are welcome.

Qualifications

• Graduate with strong communication in local language and English.
• Freshers or up to 1 year in lending/financial services.
• Demonstrates cross-selling and upselling abilities.
• Shows process orientation and business development mindset.

Responsibilities

• Ensure quality operations through adherence to process and branch efficiency.
• Promote and maintain positive relations with customers and prospects.
• Meet productivity targets to support branch profitability.
• Cross-sell and upsell products at every opportunity.
• Conduct promotional activities and drive referral-based customer acquisition.
• Handle day-to-day transactions and manage valuables.
• Maintain daily transaction data and records.
• Aim to transform customers' financial well-being and retention.

Skills

Process orientation

Cross selling

Business development

Communication skills

Education

Graduate

Job description

• To ensure quality of business and operational e?ciency through proper process adherence and facilitate smooth functioning of branches.
• Promote and maintain positive relations with all contacts, customers, and potential customers
• Achieve desired level of productivity to meet & contribute towards branch profitability targets.
• Promotes the products and services; consistently cross-sells and Up-sells products at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition
• Responsible to handle day to day transactions and valuables.
• Maintain all data and records related to daily transactions
• Retain customers, by working towards achieving the higher purpose to transform the life of the common man by improving their financial well being

Knowledge, Skills & Attributes

• Process Knowledge/ Orientation
• Cross Selling / Upselling Skills
• Business Development
• Communication Skills – Proficiency in local language and English

Role Requirements

• Educational Qualification – Graduate
• Experience – Freshers / 1 year experience in lending / financial services