Customer Service Officer – Ultimate Banking (Rehani) at HF Group

PRINCIPAL ACCOUNTABILITIES

• To manage the day to day operations of the Ultimate Banking Lounges.
• To offer excellent customer service through quick resolution/escalation of customers queries in order to ensure customer retention
• To collate customer feedback through interviews and customer feedback forms to ensure that we meet customer expectations.
• To Issue account fulfilment tools and maintain records to ensure safe custody and timely delivery to customers
• To support the Ultimate Banking Relationship Managers with account opening, loan processing and handling customer queries
• Educate clients on the features and benefits of all products 
• Cross-sell products to clients based on the needs 
• Assist clients to complete paperwork and requirements to take up new products 
• Notify client about deposit renewals
• Invite clients for Exclusive events 
• Inform clients about new products/services/ lifestyle offers 
• Make courtesy calls to clients 

Key Competencies and Skills

Technical competencies:      

• Excellent Communication Skills
• Customer Service skills
• IT Skills
• Product knowledge
• Computer skills
• Ability to maintain strong relationships with customers 

General competencies:  

•  Interpersonal skills
• Team Player
• Listening skills
• Empathetic
• Professional
• Problem-solving Skills.
• Empathetic

Minimum Qualifications, Knowledge and Experience

• Education: Bachelor’s Degree in a business-related field
• Experience: 4 year’s banking experience