Resourceful Customer service, Management & Accounts professional who consistently meets and exceeds productivity goals, proven work experience in bookkeeping, customer service, administration and management. Maintains a professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty. Keenly interested to work in a financial institution or any progressive enterprise to share gained experience, expertise and leadership skills.
• Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology.
• Supports partner relationships and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met.
• Reports to a Team Manager within the Team Structure
• Positively contribute to the overall customer experience and loyalty index in each interaction
• Ensure customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required
• Create and/or recognize exceptional customer service through established programs
• Ensure all required processing and enquiries are fulfilled meeting Service Level Goals
Complete assigned tasks accurately & within established standards –
• Actively participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines
• Identify areas of risk and escalate as necessary - Be knowledgeable and comply with Bank Codes of Conduct.
• Identify, suggest and actively participate in process improvements
• Understand and apply bank/service center operating policies and procedures
• Demonstrate flexibility by adapting to change within business area and unit
• Adopt new process and technology improvements
• Ensure necessary due diligence is taken to support the accuracy of all transaction.
• Performed cold-calling and follow-ups with leads to secure new revenue.
• Assesses competitors by analyzing and summarizing competitor information and trends; identifying sales opportunities.
• Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
• Set up appointments with potential and current customers to promote new products and services.
• Troubleshooting technical problems with clients.
• Exceeded sales goals to increase revenue and facilitate selling Services
• Resolves customer concerns immediately and effectively
• Provide exceptional sales and customer service levels to suit clients needs.
• Offer feedback to management for ways of improving results.
• Assessed client needs to determine and suggest relevant product solutions in alignment with client budgets and schedules.
• Serviced existing accounts on regular basis to maximize revenue.
• Increased profits by 47% through generating and maintaining relationships with account holders and effectively selling new products.
• Proactively managed client correspondence and recorded all tracking and communications