Personal Banker | Customer Service

Personal Banker | Customer Service
نوع العمل : عمل كلى
الخبرة : 0-3 سنة
الراتب : NOT
المكان : · Saudi Arabia

Job Purpose:

Deliver services to customers in professional and skillful order using the most up-to-date selling techniques to maintain customer loyalty, promote and sell bank products and services to achieve utmost customer satisfaction as well as branch business plan.


Job Responsibilities:


  • Cater all customer walk-ins requests and provide required services.
  • Handle customer complaints and propose solutions to ensure customer satisfaction.
  • Handle branches operations related to customer service area.
  • Replace Senior Personal Banker in access rights/custodies under supervision of the Customer Service Manager
  • Keep updated and learn in depth about product features as well as competition.
  • Stick to the weekly sales standards of performance in terms of number of visits and tele-calling.
  • Develop customer’s relationship through responding to customer needs in a timely manner. Introduce, explain, and sell, cross sell, open account, up sell bank services and products clarifying all features to ensure customer understanding and satisfaction.
  • Undertake outside visits to new customers and save existing ones in coordination with the branch management.
  • Prepare all documents and ensure completeness of files to be ready for approval.
  • Ensure regular coordination between the branch and Head Office divisions to ensure providing superior services that meet customer needs and pay best efforts to achieve customer loyalty.
  • Achieve set target according to business plan.
  • Achieve volume and revenue goals via the combination of customer acquisition and relationship deepening.
  • Perform other related duties as requested by the Branch Manager.
  • Holds and maintain any assigned custody according to the designation sheet as a main holder or substitute.
  • Assigned with trade finance operations.
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