Job Details
Digital Sales & Support Officer
ANSA Bank, Financial Services
Port-of-Spain, Trinidad

Job Summary:

  • The Digital Sales & Support Officer is responsible for providing effective and timely in-branch, and online customer service, assisting and guiding customers in conducting and processing all transactions accurately with a focus on directing transactions to the Digital Banking Platform while promoting and advising on the bank’s products and services.

Job Description:

  • Responsible for growing the customer base, supporting the bank’s business and financial performance in loans and deposits.
  • Responsible for providing effective customer service to all customers by utilizing excellent in-depth knowledge of company products, policies, processes, and technology.
  • Responsible for providing financial advice to customers and supporting the completion of customers’ credit applications.
  • Responsible for handling customer inquiries and resolving customer complaints.
  • Provide support to the Contact Centre, attending to customer calls, or online interactions.
  • Responsible for opening new bank accounts, and or supporting clients with their onboarding/new account opening.
  • Accurately and efficiently process and record routine transactions for bank customers including, but not ,limited to, cash, clearing checks, accepting deposits and withdrawals, processing loan payments and money transfers.
  • Responsible for daily cash and transaction balancing when assigned cash responsibilities.
  • Support the replenishment of ATM and branch cash counts.
  • Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties.
  • Ensure that customers’ confidential information is properly protected and only used for official purposes.
  • Performs any other related tasks / duties as required by the Customer Centricity Manager.

Education and Experience Requirements:

  • Bachelor’s Degree in Management/Business Administration/Marketing/ Finance or a related field of study.
  • At least 2 years of retail banking experience, with Teller or Customer Service Representative experience preferred.
  • Experience in KYC documents, Account Opening and Loan Origination preferred.
  • Excellent customer service orientation and skills.
  • Superior numeric skills and strong analytical and reasoning skills
  • Excellent verbal and written communication skills.
  • Proficient understanding of all company policies and practices, with particular emphasis on those for branch operations, account opening and credit applications.
  • Knowledge of internal controls and AML/TF practices.
  • Proficient in the use of Microsoft Office, the Digital Banking Platform, Temenos T24 and other technologies deployed by the Branch.
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