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Personal Banking Advisor.

Open 29d reposted 3× · 3 open copies
  • Interact with customers over the phone to understand their banking needs.

  • Provide excellent customer service to achieve customer loyalty.

  • Resolve problems over the telephone on the spot.

  • Convert sales opportunities to meet financial targets.

  • Clarify and explain procedures and products over the telephone.

  • Capture and report customer feedback towards continual product development.

  • Operates in a Call Centre environment where the interface with customers is over the telephone.

  • Operates within standard rules and guidelines set by the Bank and additional ones set by and unique to the Direct Banking Center.

  • Mostly related to explaining procedures or providing information regarding retail banking products.

Also involves root cause analysis and reversals of charges and fees when necessary.