To provide efficient and courteous customer service to all customers and properly direct the flow of traffic in the Accounts Department. Performs all functions in a professional manner. The incumbent must fully comply with the Bank’s Security Policies as outlined in its Security Policy Manual and the Bank’s Anti-Money Laundering (AML), Counter Financing of Terrorism (CFT) and Know Your Customer (KYC) requirements. In addition, the position holder is required to uphold the Bank’s Customer Service Standards and Code of Ethics at all times.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Directs the daily flow of traffic in the Accounts Department ensuring that all customer names are recorded in the Traffic Log in the order they are received.
2. Prepares customers by photocopying documents and assisting customers with completing forms as per the New Accounts Process Flow. 3. Responsible for taking check book orders from customers ensuring that signature is verified to signature card and customers are properly identified in accordance with policy. 4. Assists with contacting returned cheque customer as required.5. Assists with the preparation of letters for customer accounts requiring updates6. Ensures new account opening packages are always available in order to reduce waiting time for customers (where applicable)7. Answers all incoming calls according to Bank Policy and effectively transfers the calls to the correct department/personnel.8. Takes and relays messages accurately and timely9. Demonstrates ownership of complaints, voiced by customers. Achieves Commonwealth Bank’s problem acknowledgement and resolution standards all the time. These standards include:
a. Recording details of the complaint when received; through the Operations Department Customer Service.
b. Ensuring resolution within 24 hours or the agreed to time frame, using your authority appropriately and referring situations, outside this authority immediately.
10. Ensures that every customer interaction reflects “service excellence” behaviours:
a. Greet the client by name
b. Introduce yourself
c. Smile
d. Maintain eye contact
e. Help the client, give rationales, ask about other banking needs, offer additional products or services
f. Thank the client and properly exit the transaction
Commonwealth Bank is a Great place to work!We offer an exciting work environment with the opportunity for growth and development. We also offer a competitive compensation package, reflecting the successful applicant’s experience and qualifications, including a performance-based incentive plan, health, vision, dental and life insurances and a pension plan.