Associate - Customer Service (OCT Branch) at I&M Bank

Roles & Responsibilities

Key Responsibilities:


Receive, verify, Authenticate, call back and processing thereof of all instructions delivered at the branch e.g RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, card applications.
Preparing audit confirmations, certificate of balance, interest certificate and opinion letters for customers.
Ensuring the completion of all account opening documentation and following up on deficiencies.
Facilitating customers' access to lockers.
Attending to walk-in customers enquiries on account opening and products so as to maximize conversion of enquiries to sales.
Responding to all written and oral complaints and enquiries received from customers.
Cross-selling the Bank's range of products and services to existing and new customers and acquire new active accounts/Business.
Ordering of cheque books and cards as per customer specification.
Safe custody and management of cards and cheque books.
Collection of all service charges as per bank tariff to ensure nil income leakage.


Academic Qualifications:


Bachelor's Degree in Business, Banking or related field.


Work Experience Required:


At least one (1) year relevant experience in a similar role in a similar sized organization.
Excellent communication and interpersonal skills.
Ability to speak Chinese language.