Responsible Collections Advisor looking for position with increased responsibility. Proficient in banking products, compliance requirements, and payment schedules. Accurate in processing payments and efficient in completing daily tasks in fast-paced environments.
. Accept deposits, issue checks or savings withdrawal slips and process withdrawals etc.
. Assess customer needs and introduce new products and services.
. Make sales referrals, suggest alternative channels and cross-sell products and services.
. Go the 'extra mile' to build trust relationships, customer loyalty and satisfaction.
. Comply with regulatory requirements. manage risk in every transaction and detect fraudulent transactions to prevent losses.
. Resolve customer's issues and provide relevant information.
. Compiling failed legalities report for managers.
. Filling
. Emailing wills to clients and consultants.
. Sending amendments to wills branch.
. Booking appointments for consultants.
. Phoning clients who still has not signed their Wills.
time management