- Open and review customer account opening documents for completeness and recommend approval.
- Promptly attend to customer complaints, correspondences and enquiries to foster good customer / bank relationship.
- Enlighten customers on different products and services of the bank.
- Receive, process customer requests for cheque books and forward Visa applications to appropriate unit
- Receive and process customer requests for foreign exchange transactions, standing orders, E-banking services such as Gens, internet banking, GAPS, statement by email etc.
- Provide units/ branches with customer related information.
- Monitor and review status of customer’s accounts and follow up with regularization of these accounts. (E.g. customer account update on BASIS etc).
- Maintaining and resolving accounts with documentation lapses. (Deferral Notification).
- Assisting customers in filling treasury bills, fixed deposit forms, and forwarding it to the processing unit.
- Develop and nurture strategic relationship with the customers to ensure that strategic and business objectives of the bank are achieved.
- Promptly attend to customer’s complaint, correspondences and enquiries to foster good customer/ bank relationship.
- Ensure that good relationships are maintained with existing customers and help to formulate strategies to continually develop, penetrate new markets and establish relationship with new customers.
- Follow up on processing of Customers’ request with other units of the bank.
- Contribute to the achievement of the Bank’s Quality Objectives and improve upon the Quality Management Systems applicable to the Role.
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