To provide an efficient and technically proficient administrative support function to the Relationship team. Proactively providing a fulfilment based transactional banking service. To support the Client Services Manager in meeting internal and external client expectations by ensuring service levels are maintained. Ensure strict compliance with laid-down policies and procedures within the Risk Management Framework. To also understand the risks associated with the handling of client information
Qualifications
First Degree Banking
Experience Required
Experience using systems such as Customer 1st, CPS, and Mobius to manage client interactions and banking processes.
Minimum of 1-2 years in a customer-facing role, preferably within banking or financial services.
Familiarity with handling client queries across multiple platforms (e.g., phone, email, chat).
Demonstrated ability to resolve customer issues efficiently and escalate when necessary.
Exposure to Salesforce or similar CRM tools is advantageous.
Additional Information
Behavioural Competencies:
Checking Things
Developing Expertise
Embracing Change
Following Procedures
Inviting Feedback
Managing Tasks
Producing Output
Pursuing Goals
Seizing Opportunities
Team Working
Thinking Positively
Upholding Standards
Technical Competencies:
Banking Process & Procedures
Client Servicing
Processing
Product Knowledge (Consumer Banking)
Query Resolution
Verbal Communication
Please note:
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