Customer Service Representative Retail Account

• Forecast budget requirements, update journal entries and prepare reports on same.
• Understand customer financial needs and accordingly recommend suitable bank products.
• Maintain up-to-date knowledge about bank products and services.
• Assist in selling and promoting bank products and services to customers.
• Provide excellent customer services and ensure customer satisfaction.
• Work under the guidance of Bank Manager to achieve both individual and team sales goals.
• Assist in account opening and closing operations and loan processing activities.
• Identify and contact new customers and develop customer outreach and retention strategies.