This position is the Customer Ambassador for the financial institution with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction. This position will have a thorough understanding of the customers’ transaction requirements and be able to effectively communicate all available options to them. Educates customers about sales and service delivery options and refers the appropriate products and services matching the customer needs. Refers customers to the appropriate source or channel to address their needs. Responsible for processing the regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution customers.

Updated: 12.11.19