Standard Bank Group
Financial Services
CustomerLiaisonOfficer
“Customer Liaison Officer at Standard Bank Group. Skills: Client service, Reception management, Client interaction, Risk and compliance adherence. Provide an effective branch reception and client flow function.. Welcome clients into the branch, identify their needs, record client information accurately and direct them to the appropriate banker, department or service area.”
Industry & Context.
Query resolution
What They're Looking For.
Must Have
National Certificate or equivalent NQF 5 qualification in a field related to banking, financial services, administration, client service, business management or a related discipline., 1 to 2 years’ experience in a branch banking, client service, administration or customer-facing environment., Experience handling client enquiries, query resolution and client flow within a structured service environment., Exposure to banking processes, client servicing, customer reception, channelling and administrative support., Ability to work accurately with client information, service requests, system updates and branch records., Experience working in an environment where risk, compliance, confidentiality and ethical conduct are important.
What You'll Do.
Provide an effective branch reception and client flow function.
Welcome clients into the branch
record client information accurately and direct them to the appropriate banker
department or service area.
Monitor the reception area and banking hall
intervene with unhappy or irate clients where required
and support a professional and positive client experience.
Facilitate the resolution of client service requests
including matters relating to card collections
beneficiaries and general banking enquiries.
Identify migration and cross-sell opportunities during client engagements and ensure all leads are logged correctly in the presence of the client.
Record and update history notes and service requests accurately to support effective query resolution and maintain a reliable client database.
Maintain branch presentation standards
information pamphlets
stationery requirements and relevant security document handovers in line with branch procedures.
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