- Follow a range of mandatory process steps to ensure that work is carried out to the required standards to protect the organization from risk. Escalate situations that deviate from the mandatory procedures.
- Customer Needs Clarification - Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes
- Customer Order Processing - Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
- Customer Service - Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
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Data Collection and Analysis - Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.- Operations Management - Provide operational support by performing a range of route activities using existing systems and protocols
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Product/Service Information - Provide advanced product/service information and respond to basic customer questions about the product/service.
Regulatory and Compliance Management - Ensure regulatory compliance by producing comprehensive regulatory reports. Review and consolidate the information being reported and make sure it is accurate and timely. - Drive operational excellence of multiple teams using data, dashboards, and diagnostic management systems
- Ensure seamless service delivery with exceptional quality, while ensuring your team completes their Retail Banking foundations training
- Thrive in complexity – you are able to succeed despite uncertainty; is highly collaborative, constructive, and results-driven
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