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.
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 customers
- Equipped to handle walk in and phone enquiries
- Making sale referrals to Relationship Managers
Logistics Management
- Responsible for the upkeep of the branch
- Responsible for all stationery and logistics requisition for the branch
- Maintaining sufficient stocks such as brochures, flyers, application forms at branch
Requirements
- Diploma holders and above
- At least 3 years of experience in a similar role
- Experience in cash handling and over the counter banking transactions
- Experience in backroom processing will be an advantage
- An eye for details and able to work with a high degree of accuracy
- A strong presence of mind to handle contingencies
- Strong interpersonal skills
- Working Hours: Mon to Fri (10am to 5pm) ; Sat (9.30am to 12.30pm) hours); Sun & PH - Closed
