Customer Success Specialist (Banking)
CSS's Specific Responsibilities and Accountabilities
- Provide timely support to customers through available communication channels (inbound, outbound calls and email)
• To ensure professional, efficient, and quality service to Clients.
• To accept and execute client instructions.
• To ensure efficient problem and complaint resolution.
• To cross-sell additional Bank products and services.
• To capture client feedback for future improvement
• To capture the nature of Client contacts.
• To meet productivity standard.
• To acquire product knowledge and service skill through staff briefing and coaching from Team Manager
• Probe & identify financial needs on service calls and pitch relevant solutions in line with client charter.
• Processing payment and client information in a manner that is precise and safeguards the customers personal and payment information's
• Pro-active support to customers to prevent damage to brand loyalty
• Identify and escalate priority issues through proper channels when necessary
• Works with other team members in identifying better ways in providing better customer support
• Maintains and improves quality of service by giving recommendations
• Keeps job knowledge up to date by attending upskill training to improve skill
• Meet all key performance indicators set by the company and client
• Adhere to the policies set by the company.
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