HR Business Partner at StepUpFind
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Manager - Customer Service - Bank (4-10 yrs)
Job Role :
- Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying - Thank you for banking with Kotak, is there anything else I can do for you today (customer name)?- Maintain a professional manner to build customer confidence and trust.
- Take ownership of error resolution including resolving situations escalated by br. staff, as well as routine customer problems and referring more complex issues to supervisor or platform. Follow-up with issues as required to ensure timely and accurate resolution.
- Possess and maintain a thorough knowledge of procedures; build and maintain a productive partnership with Regional Operations to ensure branch achievement of pertinent SQ goals.
- Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings and leading portions as necessary.
- Lobby manager to be equipped with a TAB to give Digital Demo to the customer.
- Designated retention specialist.
- In NON-high walk-in hours, a person can do NPS Detractor calling and service recovery, NPS Passives calling to nudge them to be promoters 3) Escalation and Complaints resolution
THE OPPORTUNITY : Serves as foundation of building customer loyalty in the Kotak Mahindra branch banking system, completing all activities in a pro-active manner.
- Plays a key role in the Customer Experience (lobby experience, needs identification, branch txns like Cash, FT, FD SIPs etc. to Digi migration, directing to appropriate resource and top five behaviors- KOTAK),
- Transactions (efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations) and Regulatory Updations (Know Your Customer (Re-KYC) activities, GSTIn, AAdhar ) to support achievement of branch goals.
- Acknowledges customers as they enter the branch, accurately processes a variety of financial transactions and balances work daily, identifies and refers sales opportunities by uncovering financial needs and presenting all options to customers, and following up as needed.
- Provides leadership and coaching to the SO+SDO team with the operations and service functions of the branch, including adherence to all Service Dilse meeting, greeting, seating, q mgmt., professional grooming stds, and mystery shopping guidelines.
- They will drive the RM to do the service recovery in the branches.
- Provides on-the-job guidance, coaching and training to new and existing (SO+SDO).
Job Requirements :
- Should have at least 4-6 yrs of branch banking experience.
- Strong verbal communication and interpersonal skills.
- Ability to interact with all levels of management.
- Proven work leadership and coaching skills.
- Proven ability to effectively handle difficult customer conversations.
- A well-organized individual with time management and prioritization skills, with the ability to work under critical time constraints.
- Proficiency with Digi & tab as well as e-mail.
- Ability to stand for long periods of time.
- Ability to interact with customers in an open face-to-face work environment.
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