Clerk Customer Service (Retail)
Clerk Customer Service (Retail)
To resolve enquiries from walk-in customers in a Retail Banking branch, issue account items and provide superior customer service to all customers
Key Responsibilities
Determine customer needs through interaction with client
Attempt to resolve customer enquiries at the first point of contact
Update demographics such as address changes, name changes
Update standing order instructions based on information supplied by customers
Utilise the pin pad system at the counter to assist customers in pin related queries
Adhere to banks policies and procedures when processing client requests
Co-ordinate calling file according to the laid down policy and procedure
Co-ordinate card stock according to laid down procedures and manage the cheque book library
Explain the campaign details to customers in brief and direct them to the Sales Consultant for further action
Identify sales leads and cross selling opportunities by talking to customers to understand their needs and requirements
Verify the customers identity according to procedures prior to proceeding with inquiry or transaction
Identify potential fraudulent transactions and report to management
Adhere to legislation and regulatory requirements as applicable of CASA, FICA, National Credit Act (NCA)
Identity documentation, refer issue to supervisor or line manager to take decision on whether to proceed with the customers request
Reconcile physical stock including but not limit to ATM Card, cheque books, credit card in line with the Bank's operating procedures
Competencies
Working with people
Adhering to principles and values
Planning and organising
Delivering results and meeting customer expectations
Following instructions and procedures
Coping with pressure and setbacks
Minimum Requirements
Grade 12 with commercial subjects or equivalent NQF level 4 qualification or higher
One (1) year customer facing experience
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
No criminal record
Preferred Requirements
One (1) year customer service experience within Retail Environment
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