Customer Banking Specialist
Core
Frontline banking specialist handling customer transactions, account updates, and product recommendations in a branch setting.
Role type
Customer Banking Specialist (IC)
Builds
Personal banking solutions and digital adoption for retail customers
Domain
Retail Banking
Deliverable
client delivery
Required skills
Customer service, transactional processing, product knowledge, digital platform guidance, personal data management
Preferred skills
Mandarin fluency, previous customer service experience
Responsibilities
Engage with customers in a warm friendly manner, process customer transactional banking needs, update customer personal details and identification, assist with general product and service enquiries, educate customers on online platforms and digital solutions
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