How to become a Bank Customer Service Officer

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Do you like dealing with day to day issues, questions from customers and do you enjoy learning about personal and business finance?Bank customer service officers are the face of the bank and your first contact when you walk into the building. Maybe this is the blend of customer service and finance that will suit you!

Bank customers service officer

What is a bank customer service offer?

Bank customer service officers are the first ones you interact with inside the facility. They assist in creating and closing accounts, and accepting money in all forms like cheques, cash and other banking documents. They exchange currency for overseas travellers and bank customers.

Aside from doing bank transactions, they answer bank related enquiries from new and existing clients. They give advice for those choosing bank accounts or services and refer customers to the banks specialists where necessary. They also manage customer records and balance cash at the end of each day.

As a bank customer service officer, good analytical and interpersonal skills are needed to deal with numerous transactions efficiently and keep customers happy. A mathematical mind to help make calculations quickly is essential and knowledge in using different softwares and IT systems as much of the role is completed on computer.

Hours & Conditions:

Most bank customer service officers work full time but part time work is often available also. They work in a local branch usually, or as part of a branch network which may mean some travel between branches.