Sr Executive - Personal Financial Services (Operations & Customer Service)

Sr Executive - Personal Financial Services (Operations & Customer Service) If you are looking to excel and make a difference, take a closer look at us… Engage with walk-in customers for transaction processing followed by need-based discussion with customers for cross-selling. Recommend Bank’s products and services to customers and responsible for high levels of Customer service and seamless transactions.

Key Responsibilities and Accountabilities

• Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
• Carry clear targets for specific products – CASA and FD Book growth and account opening, cross-selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
• Learn and use I-Pads/other devices (if applicable to branch) for customer service/cross-selling;
• Perform Meeter-Greeter/Navigator role on rotational basis / as applicable;
• Assist in calling up customers for service/sales interactions;
• Step out of the branch to meet customers for service/sales discussions occasionally/as applicable;
• Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration;
• Accept assignments as required to maintain adequate staffing levels throughout branch network;

• 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;
• Over-ride transactions as per Bank defined transaction limits;
• Read, understand and comply with Bank’s internal SOPs as applicable;
• Be on stand-by during weekend for SST activities, as and when applicable;
• Perform Relief CSOM/2nd Liner functions as and when applicable;
• Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier);
• Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation;
• Observe and comply with the Bank’s Code of Conduct & Ethics;

• Maintain confidentiality of customers and Bank’s information in a responsible manner;
• Keep a clean, organized work area and maintain a professional appearance;
• Attend all trainings as applicable including e-learning/Workday;
• Filing of reports;
• Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc;
• Carry out other duties as assigned periodically.

• Supervise clerical/other staff where applicable;
• Support a conducive working environment among team members.

• Represent HLB in relationship building with the community;
• Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.