Key Responsibilities :
- Inbound Call Handling :
- Respond to incoming calls from BOI customers, addressing inquiries related to accounts, transactions, loans, or other banking services.
- Provide detailed information on bank products, services, policies, and procedures in a clear and friendly manner.
- Resolve customer queries, complaints, or issues effectively and efficiently while maintaining a high level of customer satisfaction.
- Customer Support :
- Assist customers with routine banking transactions, such as balance inquiries, fund transfers, bill payments, and loan status updates.
- Help customers navigate online banking platforms or mobile banking apps.
- Identify opportunities to upsell or cross-sell additional products / services to customers based on their needs.
- Problem Resolution :
- Handle customer complaints, escalate issues when necessary, and ensure resolution in a timely manner.
- Follow up with customers on pending issues to ensure full resolution and customer satisfaction.
- Provide guidance on how to handle potential issues, including fraud prevention or security-related concerns.
- Record Maintenance & Documentation :
- Maintain accurate and up-to-date records of customer interactions and transactions.
- Document customer complaints, feedback, and service requests in the CRM system.
- Ensure that all interactions are compliant with the bank's policies and regulatory requirements.
- Compliance & Quality Assurance :
- Ensure all conversations adhere to the bank's quality standards and compliance policies.
- Follow standard operating procedures (SOPs) during customer interactions to maintain consistency and accuracy.
Skills Required
Customer Service, Voice support, Banking Knowledge, Communication Skills, Active Listening, Problem-solving