Prepare clear, accurate, and professional written investigation reports, including findings, supporting evidence, conclusions, and recommended resolutions, using internal ticketing systems or standardized reporting templates.
Effectively handle escalations and assist other team members to ensure efficient resolution to customer requests through collaboration and effective teamwork.
Generating quotes using established quotations processes and tools (SAP and other relevant business platforms) meeting company standard turn-around targets
Work with billing team to identify and resolve pricing mismatches, contacting factories to seek clarification as needed. Work with customers to resolve and revise PO’s as needed and resolve payment issues.
The role ensures accurate transaction processing, excellent customer experience, adherence to compliance standards, and contributes towards branch deposit growth through proactive cross-selling of banking products.
Liaise with demand planning team to get updated customer’s Forecast and follow up with customers on the left to book and working with sales to update the forecast whenever needed.