Personal Banking Representative

Your responsibilities will include:

• Receiving requests from clients, either in person or in writing, and ensuring they are acted upon while adhering to Bank policies and procedures. This includes:
  • Opening and closing accounts following established procedures, including completing relevant forms, performing due diligence tasks, analysing results, and preparing account-opening packages for review
    • Scanning application packages and various documents into electronic folders
  • Performing maintenance on accounts, including address changes, signatory amendments, or changes to static data
    • Completing applications for credit/debit cards
    • Transferring funds between accounts
    • Setting up standing orders
• Handling general inquiries and complaints or referring clients to the appropriate departments
• Cross-selling Bank products and keeping abreast of new products and services
• Ensuring that due diligence is applied as it relates to the Bank Code of Conduct and Anti-Money Laundering procedures

Your qualifications and skills include:

• An undergraduate degree or equivalent qualifications with four years of retail banking experience
• Complete understanding of bank policies and procedures
• Excellent computer skills and proficiency in Microsoft Office applications
• A strong knowledge of core banking systems would be an asset
• Strong interpersonal and communication skills
• Familiarity with a wide range of banking products
• Demonstrated ability to deal with customers in a mature and professional manner