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概要
Experienced banking professional with over eight years of expertise in teller operations and a strong background in customer service. Currently serving as a Branch Service Officer (BSO) with a specialization in account opening, ensuring efficient onboarding processes and compliance with regulatory standards. Skilled in transaction management, relationship building, and delivering high-quality service in a fast-paced banking environment. Dedicated to fostering trust and providing tailored financial solutions to meet client needs.
项目
工作经历
Banking Service Officer
Banking Service Officer (Account Opening) Job Description
Customer Interaction: Assist customers in a professional and courteous manner, guiding them through the account opening process and addressing inquiries about account types and features.
Account Opening: Accurately complete documentation and data entry for new account openings, ensuring compliance with bank policies and regulatory requirements.
Verification and KYC: Perform Know Your Customer (KYC) checks, verify customer identities, and ensure all required documents are collected and validated.
Product Knowledge: Provide detailed information about banking products and services, helping customers select accounts that best suit their financial needs.
Compliance and Reporting: Adhere to regulatory and internal guidelines for account opening processes, preparing accurate reports and maintaining confidentiality of customer information.
Cross-Selling: Identify opportunities to promote additional banking products and services to new customers to enhance their banking experience.
Teller
Teller Job Description
Customer Service: Provide friendly and professional assistance to customers by addressing their banking needs, answering inquiries, and resolving issues efficiently.
Transaction Processing: Accurately handle cash deposits, withdrawals, check cashing, and account payments while maintaining compliance with bank policies.
Cash Management: Balance cash drawers at the beginning and end of shifts, ensuring accuracy and adherence to the bank's security protocols.
Sales Referrals: Identify customer needs and refer them to appropriate banking products or services to enhance their financial experience.
Record Keeping: Maintain detailed and accurate records of all transactions, ensuring compliance with audit and regulatory requirements.
Fraud Prevention: Monitor for suspicious activity, verify customer identification, and follow anti-money laundering (AML) procedures to protect against fraud.
