Voice process - Banking Process

Key Responsibilities :

• Handle inbound and outbound calls related to banking products and services such as savings accounts, loans, credit cards, etc.
• Provide accurate and timely information about banking services, policies, and procedures.
• Resolve customer queries regarding account balances, transactions, fees, and other banking-related inquiries.
• Assist customers in account management, including applying for services, updating details, or resolving discrepancies.
• Ensure compliance with banking regulations and privacy policies while handling customer data.
• Handle and resolve customer complaints or escalations in a professional manner.
• Cross-sell banking products and services where appropriate and according to customer needs.
• Maintain a professional and friendly tone, ensuring a positive customer experience on every call.
• Document customer interactions accurately in the CRM or call management system.
• Meet performance targets such as call quality, resolution time, and customer satisfaction scores.
• Participate in training and knowledge-sharing sessions to stay updated on banking products and services.

Skills Required

Customer Service, Call Handling, Problem-solving, Active Listening