Universal Advisor

Full-time Other-General

Job Overview

To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Responsibilities

• Engage customers in a positive and professional manner by being helpful by living up to our 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 to proactively migrate customers 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.
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