Job Purpose To take demand (in branch) from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the customer within product and legislative (e.g., FAIS) parameters.To drive customer service excellence in order to add value and contribute to the overall profitability of the branch.To use data to identify system conditions that may hinder capability of response and what matters to the customer, whilst maximising value demand.Links / de-links accounts to Cards according to laid down procedures.Orders replacement credit / debit cards from Card Division upon customer request.
Responsibilities + Skills
Processes fixed savings account transactions.Processes stop payments, stop orders and standing instructions for customers, issues provisional statements, balance and other simple enquiries (FuneralPlan / Standing Order and Stop Payment).Amends EAP beneficiaries.
Links / de-links accounts to Cards according to laid down procedures.Orders replacement credit / debit cards from Card Division upon customer request.