Eibel Clerine Correya

Customer Interaction

• Serve as the first point of contact for customers, whether in person, over the phone, or via online channels.
• Address customer inquiries about banking products, services, and account-related matters such as balances, transactions, and payment processing.

Account Management

• Assist customers with opening, closing, and managing their accounts.
• Handle requests for bank statements, direct debits, standing orders, and updating personal information.
• Provide guidance on overdrafts, credit limits, and loans.

Product and Service Guidance

• Offer information about various banking products such as savings accounts, current accounts, credit cards, loans, and mortgages.
• Promote relevant financial services or products that align with customers' needs.
• Upsell banking services, such as insurance products, investment accounts, and digital banking tools.

Resolving Customer Issues

• Investigate and resolve customer complaints and queries, ensuring compliance with banking regulations and internal policies.
• Assist with problem-solving on technical issues, such as online banking access or mobile app usage.
• Facilitate dispute resolution regarding unauthorized transactions or fraud.

Transactional Support

• Handle routine banking transactions such as deposits, withdrawals, fund transfers, and payments.
• Assist customers with international transfers and currency exchange services.

Customer Relationship Management

• Build and maintain long-term relationships with customers by offering personalized service.
• Collect feedback from customers to improve service offerings.

Administrative Duties

• Maintain up-to-date records and ensure all transactions and customer interactions are logged appropriately.
• Provide administrative support to banking teams, including paperwork processing and documentation review.