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Skills

  • Accounts Payable
  • Banking Industry
  • Banking Relationships
  • Business Consulting
  • Client Development
  • Credit Analysis
  • Customer Acquisition
  • Customer Care Services
  • Delivery
  • Financial Services
  • Fundraising
  • Human Resources Management
  • Investment Advisor
  • Investor Presentations
  • Monitoring

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Services

  • Banking, Compliance, Operations, Credit

    $10/hr Starting at $1K Ongoing

    Dedicated Resource

    CREDIT ADMIN - End-to-End operational servicing of ETB Clients - Implement all RBI and other regulatory guidelines - Security creation adhering to Security Policy of the Bank - Onboard NTB clients adhering...

    Accounts PayableBanking IndustryBanking RelationshipsBusiness ConsultingClient Development

About

Credit, Customer Service Specialist

CREDIT ADMIN

- End-to-End operational servicing of ETB Clients
- Implement all RBI and other regulatory guidelines
- Security creation adhering to Security Policy of the Bank
- Onboard NTB clients adhering to Credit Policy of the Bank
- Comply pre and post disbursement modalities


CUSTOMER SERVICE OFFICER

- Branch Operational and all Front Desk activities
- Meet new clients. Analyze clients' financial needs and offer products and services based on those needs
- Assist other TPP agents with client calls and product delivery
- Meet Bank's revenue parameters


ACCOUNTS MANAGER

- Service vintage customers' business, service and all operational needs
- Organic growth of the business


BUSINESS ASSOCIATE

- New business acquisition
- Customer servicing of existing portfolio and generate referral business


CASHIER

- Branch Cash Management
- Handling CMS clients
- End-to-End ATM network management
- TPP and Corporate Clients bulk payments reconciliation
- Onboarding NTB corporate and retail clients
- Revenue generation

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