Client Service Representative - Tropical Plaza

Summary

Greet and assist clients in a courteous, timely and efficient manner while delivering a high standard of professional service. Be effective and efficient in managing transactions and queries and ensuring they are completed in a timely manner and in keeping with the bank’s service standards. Assist management with events that can deepen client loyalty and goodwill, as well as actively cross-sell the Group’s products and services to existing clients.

Responsibilities

• • Deliver quality client service by greeting and responding to clients promptly and courteously and completing transactions according to Sagicor Bank’s client service standards.
• • Open new accounts for clients, namely savings accounts, current accounts, certificate of deposits.
• • Initiate relevant documentation for the opening of all accounts in accordance with the Bank’s guidelines.
• • Perform client verification as appropriate for each product.
• • Ensure that all mandatory checks are completed to achieve Know Your Customer (KYC) and Proceeds of Crime Act (POCA) requirements.
• • Perform account maintenance functions such as the addition of names, update of dormant accounts, address changes, deceased clients.
• • Process & issue ABM and credits cards according to policies & procedures and pin debit/ credit cards.
• • Prepare Client request letters and Certification of balance.
• • Close certificate of deposits and process Tax Exemption requests.
• • Provide relief for Client Care Officer’s desk.
• • Achieve assigned cross-sell and referral targets.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Knowledge of Microsoft Office Suite.
• • Knowledge of commercial banking operations functions would be an asset.
• • Customer-centric with good interpersonal, communication and complaint handling skills.
• • Knowledge of the bank’s systems and procedures.
• • In-depth knowledge of the Proceeds of Crime Act (POCA).
• • Strong selling & negotiating and customer service skills.
• • High level of professionalism and ethical standards.

Qualifications

• • Bachelor’s degree in Business Administration, Management Studies or relevant discipline from a recognized tertiary institution.
• • Formal training in customer service would be an asset.
• • Minimum of two (2) years’ working experience in a similar position.
• • Experience in sales or selling techniques.

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