Customer Service Officer, Raja Uda Butterworth Branch MY

2 days ago

Malaysia CIMB Group Full time
Description

Administer account opening activitiesand provide authorization to transact and validate branch operation transactions in accordance with the Banks' rules and procedures



JOB TITLE
CUSTOMER SERVICE OFFICER (CSO) - RETAIL & PREFERRED BRANCH

Grade 

Location
Retail & Preferred Branch

Reports to
Branch Manager

Other Reporting Relationships 
-

Subordinates

Job Purpose
To administer account opening activities. To provide authorization to transact and validate branch operation transaction in accordance to the Banks' rules and procedures.

KEY RESPONSIBILITIES

Sales & Operational Function 

• To be responsible for end-to-end process for over-the-counter transactions on account opening, cash and non-cash transactions according to advice slips or other negotiable documents.

• To be responsible on the accuracy and monitoring of the Branch's balancing activity on daily operations.

• To discharge duties instructed by ACSM/BM to serve business interests of the Bank.

Additional role for CSD at SME Desk:

• For CSO at SME Desk, please refer to CSO SME Branch Task List for additional responsibilities.

• To participate in promoting branch products and services through cross-selling activities.

Customer Relationship

• To proactively identify, manage and propose effective end-to-end solutions to issues related to service delivery

• To supervise and resolve customer complaints raised by CSR Teller on requests, inquiries, problems and complaints 

Process & Compliance

• To take accountability over Branch's compliance to the standard operationg procedures and to ensure regulatory requirements 

are met towards achieving operational excellence

Operational Authority

• To validate over-the-counter transactions on account oepning, cash and non-cash transactions according to advice slips or other negotiable documents

• To approve rates, cash and check deposits up to authorized amount

• To act as Programme Champion for all sales, service and compliance module in view of training and educating branch staff

• To supervise staff in ensuring service and compliance standards are met

Key performance Indicators

Qualification

*Note : The qualifications indicated are the ideal requirements for the position. Exceptions may apply to internally promoted staff based on performance
1. Diploma/Degree

Other Qualification

Experience
3-5 years in relevant banking experience

Education & Training (or equivalent)

Skill/Compentencies

*To be updated based on Compentency Model 

1. Computer literate

Attention to detail and strong math aptitude

Good interpersonal skil-friendly and polite

Good personal attributes-honest and able to work under pressure in a fast-paced environment.

SME DESK TALKLIST

JOB TITLE
CUSTOMER SERVICE OFFICER (CSO) (Retail/Preferred)

Job Purpose
To cross sell EB Products and services to business clients

Sales & Operational Task
1. Handle business current account with e banking sign up/business FD

Handle remittacnce inquiries and application for business clients

Cross-sell EB financing package ie Enterprise Portfolio Guarantee, Biz property Plus and Quick Guarantee

Cross-sell CAW AND Plug and Pay

Handle Bulk cash recepit and withdrawal transaction

Handle insourcing Self Service Terminal

Certification
Compulsory to attend and complete SME Branch Certification Course

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