Universal Advisor

Provide a positive customer experience by being helpful and sensitive to customer needs, expectations, and providing product solutions while directing customers to the correct channel, eChannels and Self Service, and adhering to policy and process.

Responsibilities

• Engage customers in a positive and professional manner, living up to the brand promise of > How can we help you? at all times.
• Understand customer needs to identify, sell, and cross‑sell products aligned to customer needs and provide appropriate banking and financial solutions.
• Educate customers on the correct banking platforms suited to their needs, proactively migrating them to digital, e‑Channels, and self‑service platforms.
• Fulfil transactions above set benchmarks while delivering exceptional service.
• Manage leads, referrals, and customer follow‑ups within agreed turnaround times.
• Maintain accurate customer records and ensure complianc...