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Customer Services Retail Banking

Wintermann Search - norwich, east anglia

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Job Description

Our client is an International Bank. They are looking to hire an Officer, Customer Services for one of their retail branches in North West London.Responsibilities:To work as the primary point of contact for all account-related inquiries, both in person and over the phone.Conduct thorough reviews of accounts, particularly those categorized as medium or high risk. Provide exceptional customer service by addressing inquiries and offering counter services.Perform due diligence on walk-in customers seeking to open accounts or execute remittances. Assist customers with fund transfers using various platforms such as BACS, FASTER PAYMENT, CHAPS, SWIFT, and INR Transfers.Manage the scanning, stitching, and maintenance of vouchers and registers for the branch.Facilitate the account opening process for individuals, NRE, NRO, and FCNR accounts.Conduct credit checks for new account applications and ensure accurate filing of account related documents.Process remittances, address updates, debit card requests, cheque book requests, statements, and other customer requests promptly. Generate reminders for fixed deposit renewals and handle fixed deposit closures. Handle monthly expenses payments, cash management, and posting of vouchers in financial systems.Manage POS receipts, reconcile them in financial systems, and maintain Excel sheets for reconciliation. Scan documents through DMS portal and ensure timely dispatch to the back office.Conduct necessary checks against caution lists on a daily basis.Maintain adequate inventory of account opening forms and other necessary documents.Follow up on pending tasks and ensure their completion on a daily basis. Assist in marketing deposit and loan products offered by the bank. Undertake any additional tasks assigned by the branch head as required.Requirements:Previous experience in banking or financial services industry highly desirable. Strong communication skills and ability to provide excellent customer service.Proficiency in MS Office Suite and familiarity with banking software.Attention to detail and ability to handle multiple tasks efficiently.Knowledge of regulatory requirements and compliance standards.Ability to work independently and as part of a team in a fast-paced environment.This will report to the Branch Head.Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation.

Created: 2025-07-23

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