About Affluent Banking
High Net Worth Individuals are a target market for Affluent Banking, which provides them with a customizable variety of options in personal banking, business & loan solutions, and wealth management. It provides very individualized services using an expert-driven methodology akin to that of an investment firm with excellent stability and flawless execution. With seamless touchpoints, Affluent Business provides a wide range of customized product options.
About the Role
As soon as a customer approaches the branch, the applicant would be expected to meet them at the initial point of contact and offer them exceptional customer service.
Key Responsibilities
Join our WhatsApp Group
Join Now
- Assisting clients who are on foot and directing them to the appropriate service or cash counter.
- Responding to and ending immediate kill requests.
- Managing incoming and outgoing mail
- Motivate clients to use digital platforms.
- Ensuring there are no audit findings.
- Aim for 90% NPS. Establish a strong service culture to raise the bar on customer satisfaction and service excellence. Increase customer satisfaction by using the Net Promoter Score.
- Timely clearing of the branch cheque drop box by the deadline.
- Customers should be encouraged to raise their CASA balances (fresh/float).
Additional tasks: a. Organising displays and binders; b. assisting branch BOSH with branch-related activities; c. assisting with branch maintenance, etc.
Qualifications
The ideal background for career success is:
Graduation or post-graduation from an accredited institution with one to three years of relevant experience.
Role Proficiencies:
The following qualities are necessary for the candidate to do the job successfully:
- Familiarity with banking services and goods
- Capacity to resolve problems and oversee intricate circumstances.
- Proficiency in both written and spoken communication in both English and the native tongue.
- Capacity to work under pressure and fulfill deadlines.
- Strong interpersonal and networking abilities