Roles & Responsibilities
Responsible for all counter transactions at the branch and to be able to process them with accuracy and actively refer leads to the Sales team.
Responsibilities
Counter Transactions
- Handle various types of counter transactions / customer applications (cash and cheque deposits, cash withdrawals, draft applications, loan payments, etc.)
- Able to handle cash including foreign currency and travellers’ cheques (checking for authenticity, etc.)
- Receives cash and cheques for remittance overseas or to other banks, verify amount and check accuracy of remittance slips
- Register new customers and set up new accounts for them
- Perform daily balancing of cash and cheques accurately
- Perform GL entries and balancing
- Filing and batching transaction entries
- Explain, upsell and cross-sell the Bank's products and services (Excluding Financial Advisory)
- Effectively address customer service issues and / or escalate to appropriate person promptly
- Pro-actively identify opportunities and provide feedback to Branch Manager for improvements
- Aware of all KYC / CDD procedures and AML guidelines
- Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence
Customer Service Responsibilities
Act as the service ambassador for the branch. Smile and greet walk-in customersEquipped to handle walk in and phone enquiriesMaking sale referrals to Relationship ManagersLogistics Management
Responsible for the upkeep of the branchResponsible for all stationery and logistics requisition for the branchMaintaining sufficient stocks such as brochures, flyers, application forms at branchJob Requirements
Diploma holders and aboveAt least 3 years of experience in a similar roleExperience in cash handling and over the counter banking transactionsExperience in backroom processing will be an advantageAn eye for details and able to work with a high degree of accuracyA strong presence of mind to handle contingenciesStrong interpersonal skillsBank's Operating Hours : Mon to Fri (10am to 5pm) ; Sat (9.30am to 12.30pm) hours); Sun & PH - ClosedTell employers what skills you have
Customer Service Skills
Referrals
foreign currency
Currency
Interpersonal Skills
cheque deposits
Customerfocused
Deposits
Banking
AML
Remittances
Financial Advisory
Customer Service
KYC
Service Excellence