Assist in calling up customers for service / sales interactions;
Carry out Branch RCSA through sample checking and effective rectification as applicable;
Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;
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To proactively refer business to Relationship Managers.
Any additional service focused mandates to be discussed separately.
To assist Priority Banking clients with fulfilment of sales, including all necessary documentation and paperwork e.g Retail banking products (PL, CASA, CC, etc), Wealth Products etc.
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Practice and uphold all company policies, procedures, and standards as listed in the operations policy manual, personnel policy manual, visual manual, customer service manual, and memos with the company's direction.
Asist in the daily operations of the store, including completing work lists, clean up lists, weekly shipments, and store maintenance.
Utilize presenting merchandise to promote and sell goods, guidance found in the product knowledge manual.
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