Financial Services Representative

Duties and Responsibilities

General responsibilities:

• Utilise the Group Service Standards and Service Level Agreements (SLA) in every interaction with Members/Customers and Team Members
• Prioritise and follow through to ensure satisfaction with all Member/Customer transactions, queries and communication
• Promote the use of digital channels (ABMs, iABMs, POS, online banking and other channels)
• Maintain a positive, empathetic and professional attitude toward Members/Customers at all times
• Comply with all branch and organisational policies, procedures and regulations
•  Represent the Society in a manner that maintains and expands positive relations with all existing and potential Member/Customers and co-workers.
• Maintain the highest level of confidentiality with all information obtained
• Cross-sell VM products and services by responding to inquiries; promoting new products and services; making referrals to relevant sales teams
• Comply with the Society’s policies and operational procedures by adhering to all dual-control functions
• Contribute to the fulfillment of branch and organisational objectives and goals
• Prepare STRs and TTRs when required
• Other duties as assigned.

Customer Service:

• Proactively demonstrate lobby leadership in the Member/Customer waiting areas by greeting and engaging customers in a range of sales, service and informational conversations
• Onboard new Members by opening personal and non-personal savings and investment accounts
•  Maintain Member records and account information in keeping with KYC requirements

Channel Migration:

• Promote the use of alternate channels (ABM, iABM, Online Financial Services, POS, etc)

Sales Support:

• Collaborate with branch sales team to organize and execute promotional and revenue driven activities
•  Identify and generate sales leads to close gaps in financial targets

Cash handling:

•  Provide account services to Members/Customers by processing cash, cheque and foreign currency transactions, providing information relating to account balances and statuses
•  Examine transaction vouchers, cheques and other instruments for endorsements to verify accuracy, and completeness Assist with the balancing of ABMs and iABMs when rostered
• Balance cashbox daily in accordance with Teller Balancing procedures