I&M Bank is seeking a dedicated Customer Service Associate for the OCT Branch. The position is responsible for front-office customer service, executing banking transaction requests, maintaining accurate customer records, and cross-selling the bank's suite of products and services.
Key Responsibilities
Receive, verify, authenticate, call back, and process all instructions delivered at the branch (e.g., RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, and card applications).
Prepare audit confirmations, certificates of balance, interest certificates, and opinion letters for customers.
Ensure completion of all account opening documentation and follow up on any missing requirements.
Facilitate customer access to lockers.
Attend to walk-in customer enquiries regarding account opening and products to maximize sales conversions.
Respond promptly to written and oral complaints and enquiries received from customers.
Cross-sell the Bank’s range of products and services to existing and prospective customers to acquire new active accounts.
Order cheque books and cards according to customer specifications.
Ensure safe custody and management of cards and cheque books.
Collect all applicable service charges per the bank tariff to prevent income leakage.
Academic Qualifications & Work Experience
Bachelor’s Degree in Business, Banking, or a related field.
At least one (1) year of relevant experience in a similar customer service role within a comparable organization.
