MS. VIVIAN HEBRON LAZARO

• Build and maintain relationships with clients.
• Create compelling sales pitches.
• Sell the company's products and services.
• Complete all paperwork relating to a sale.
• Perform research on the competition's services.
• Reach out to potential clients to inform them about our products and services.
• Helping plan travel itineraries by suggesting local tourist attractions and places of interest.
• Processing payments and sending confirmation details to customers.
• Sorting out any issues that may arise with bookings or reservations.
• Selling and promoting reservation services.
• Answering any questions customers might have about the reservation process.
• Up-selling, when appropriate, by informing customers of additional services or special packages, such as tour tickets, travel insurance, or upgraded seats/accommodations.
• Providing support to customers who may need to amend or cancel a reservation.

Assisting Customers :

Customer service officers are often the first point of contact for customers. They assist customers with a wide range of banking inquiries, including account balances, transactions, and account management.

Opening and Closing Accounts:

They help customers open new accounts, including savings, checking, and fixed deposit accounts. They may also assist with the closure of accounts when requested.

Providing Information:

Customer service officers provide information about various banking products and services, including loans, credit cards, and investment options. They explain the features, benefits, and terms to help customers make informed decisions.

Resolving Issues:

When customers encounter problems or discrepancies with their accounts or transactions, customer service officers work to resolve these issues promptly and efficiently. This may involve investigating errors, fraud, or disputes.

Processing Transactions:

They handle routine banking transactions such as deposits, withdrawals, fund transfers, and currency exchange. They ensure accuracy and compliance with bank policies.

Addressing Customer Complaints:

When customers have complaints or concerns, customer service officers listen empathetically, investigate the issues, and work to find satisfactory resolutions. Their goal is to retain customer loyalty.

Cross-Selling and Up-Selling:

Customer service officers identify opportunities to recommend additional banking products or services that align with the customer's financial needs. This includes suggesting upgrades or relevant add-ons.

Educating Customers:

They educate customers on various banking services, online banking platforms, and security best practices. This helps customers make the most of the bank's offerings while ensuring their financial security.

Compliance:

Customer service officers must adhere to all banking regulations and compliance standards. They ensure that customers' transactions meet legal and regulatory requirements.