✨ AI Summary
The Personal Banking Advisor role within the Client Experience and Conduct Group in Egypt requires interacting with customers via phone to understand their banking needs, provide excellent customer service, and resolve issues promptly. The position involves converting sales opportunities to meet financial targets, clarifying procedures and products, and collecting customer feedback for product development. The role operates within a Call Centre environment, adhering to bank and Direct Banking Center guidelines, and focuses on retail banking products, including charge and fee reversals.
Requirements
Interact with customers over the phone to understand their banking needs, provide excellent customer service, resolve problems, and convert sales opportunities. Clarify and explain procedures and products, capture and report customer feedback, and operate within standard rules and guidelines in a Call Centre environment. Primarily involves explaining procedures or providing information regarding retail banking products, with potential for root cause analysis and reversals of charges and fees.
Description
Interact with customers over the phone to understand their banking needs.
Provide excellent customer service to achieve customer loyalty.
Resolve problems over the telephone on the spot.
Convert sales opportunities to meet financial targets.
Clarify and explain procedures and products over the telephone.
Capture and report customer feedback towards continual product development.
Operates in a Call Centre environment where the interface with customers is over the telephone.
Operates within standard rules and guidelines set by the Bank and additional ones set by and unique to the Direct Banking Center.
Mostly related to explaining procedures or providing information regarding retail banking products.
Also involves root cause analysis and reversals of charges and fees when necessary.