Arnold - Cash Plus Relationship Banker

Demonstrated experience with Microsoft Excel.

Demonstrated experience with Microsoft Word.

Demonstrated experience with Microsoft PowerPoint.

Demonstrated experience with Google Workspace.

Demonstrated experience with CRM Systems.

Build and maintain strong customer relationships through proactive engagement, responsive service and regular follow-up.. Identify customer needs and recommend appropriate Cash Plus solutions based on their business and transaction requirements.. Assist customers with account opening, onboarding and product-related queries, ensuring a smooth customer experience.. Resolve customer service issues and coordinate with relevant internal teams to address complex requests and ensure timely resolution.. Educate customers and business partners on Cash Plus functionality, benefits and alternative payment solutions.. Conduct customer and business follow-ups to monitor satisfaction, address outstanding issues and strengthen relationships.. Maintain accurate customer information, interaction records and activity reports in accordance with internal procedures.. Monitor customer acquisition and performance targets, maintaining accurate pipeline information and providing regular performance updates.. Engage prospective business partners to identify opportunities for Cash Plus adoption and support business development initiatives.. Work collaboratively with internal stakeholders to coordinate customer solutions and improve service delivery.

Identify customer needs and provide appropriate guidance on banking products, services and digital solutions.. Investigate customer issues and coordinate with relevant internal teams to ensure timely resolution.. Follow up on outstanding customer requests to ensure issues are resolved and customers receive appropriate feedback.. Maintain accurate customer and operational records in line with banking procedures and service requirements.. Monitor sales and service performance indicators and prepare regular reports for management.. Track customer and sales pipelines, identify outstanding opportunities and support the team in achieving performance targets.. Communicate effectively with customers and colleagues across different functions to ensure smooth service delivery.. Handle multiple customer requests while maintaining attention to detail and service quality.

Serve as a key point of contact for customers, assisting with inquiries, account-related requests and banking service.. Assisted customers with digital banking services, account inquiries and transaction-related issues.. Guided customers on the use of digital banking channels and helped troubleshoot common service challenges.. Identified customer needs and recommended appropriate banking solutions.. Escalated complex customer issues to relevant departments while maintaining ownership of the customer experience.. Conducted customer follow-ups to ensure issues and requests were satisfactorily resolved.. Maintained accurate records of customer interactions and service requests.. Supported customer acquisition and engagement activities while consistently working toward individual and team targets.. Educated customers on digital banking products and encouraged adoption of self-service channels.

Built and maintained strong relationships with customers through responsive service and regular engagement.. Handled customer inquiries and provided information on banking products and services.. Assessed customer requirements and recommended suitable products and solutions.. Assisted customers with account opening, product applications and service-related requests.. Followed up with customers on outstanding applications and service requests.. Maintained accurate customer information and ensured documentation was complete and compliant with internal requirements.. Worked closely with internal teams to resolve customer issues and ensure timely service delivery.. Consistently worked toward individual sales and customer acquisition targets.

Provided frontline customer service and handled daily customer transactions accurately and efficiently.. Responded to customer inquiries and assisted with transaction-related concerns.. Verified customer information and maintained accurate transaction records.. Identified and escalated unusual or complex customer issues in accordance with banking procedures.. Maintained a professional and customer-focused approach in a high-volume environment.

Collected and captured customer/community data accurately using digital data collection tools.. Conducted interviews and communicated effectively with respondents from different backgrounds.. Reviewed information for accuracy and completeness before submission.. Maintained confidentiality and accuracy when handling sensitive project information.. Used ODK and AppSheet to capture and manage field data.. Worked independently to meet daily data collection and reporting requirements.