Customer Service Officer

0 - 5 years

2 - 3 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Transaction Accuracy & Cash Management

  • Ensure precise execution of deposits, withdrawals, cashing checks, transfers.
  • Maintain perfectly balanced cash drawer and cash vault at all times.

Customer Service & First Impressions

  • Handle all customer interactions courteously and efficiently.
  • Resolve basic queries or escalate appropriately

Compliance & Fraud Prevention

  • Detect and prevent counterfeit notes/cheques or fraudulent activities.

Product Promotion & Sales Referrals

  • Identify customer needs and introduce banking products (savings, loans)
  • Effectively refer leads to sales or advisory teams

Record-Keeping & Documentation

  • Maintain flawless transaction documentation.
  • File and archive paperwork per bank standards

Sourcing and onboarding new gold loan customers through branch walkins, field visits, and external channels

CrossSell & Relationship Management

  • Cross-sell branch products (CASA accounts, insurance, credit cards, etc.) to gold loan customers

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