Customer Service Advisor

Job Summary

• Customer Service Advisor is a primary point of contact for clients at Branches & Premium Banking Hubs. The duties responsibilities include; (i) addressing customers’ transaction needs at point of contact, (ii) act as digital concierge and help educate clients on the usage of mobile functionality, (iii) providing prompt & holistic solutions to client complaints independently, (iv) Identifying client’s product needs, offer basic products (deposits, cards, PL & insurance) and refer for high value transactions (Investments, Mortgages) To Specialists. Key responsibility of the role is to deliver delightful client experiences at all interaction stages and customer touch points.
• ****Key Accountabilities****
• Manage & Digitize incoming banking transaction traffic at Branches & Premium Banking Hubs
• Build sustainable relationships and trust with customer through open and engaged communication model
• Well presented in terms of manners, dress, turnout and client attitude.
• Identify and assess client needs holistically at point of contact & deliver delightful experiences
• Collect customer feedback on product ranges and new releases, as well as preparing reports, and work as client advocates with product teams to collaboratively deliver desired product / service solutions.
• Generate sales leads at point of contact based on assessment of client needs.
• Provide accurate, valid and complete information by using the right tools & process
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Follow communication procedures, guidelines and policies
• Tracking customer experiences across online and offline channels.
• Collaborating with other Retail teams to enhance customer services and brand awareness.
• Aligning customer experience strategies with marketing initiatives. as well as informing customers about new product features and functionalities.
• Performing product tests, evaluating after-sales and support services, and facilitating improvements.
• Documenting processes and logging technical issues, as well as customer compliments and complaints
• Identifying customer needs and taking proactive steps to maintain positive experiences.
• Developing feedback surveys
• Scheduling in-person and video meetings with customers & prospects as and when needed.
• Thinking of ways to show appreciation for loyal clients and improving overall brand experience
• ****Education****
• Bachelor’s Degree, in Business-related major