12 Feb 2024

Customer Service Advisor/Teller at Caritas MFB

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Job Description

Caritas Microfinance Bank is a licensed microfinance bank regulated by Central Bank of Kenya. Caritas MFB offers a full range of innovative and customized financial services with a special focus on the unbanked and underbanked. Its headquarters are located in the Nairobi CBD.

JOB PURPOSE

To efficiently handle customer transactions, maintaining customer satisfaction, maximize revenue collection and manage risk while cross-selling bank products to achieve branch profitability.

KEY RESPONSIBILITIES

  •  Receiving customers at the branch and attending to enquiries
  •  Receiving customers emails and phone calls and providing prompt feedback
  •  Engage customers with inactive accounts to activate them
  •  Assist customers in the account opening procedures
  •  Conduct KYC and AML verify customers’ credentials and information shared
  •  Report any fraudulent or questionable potential customers
  •  Share the bank product flyer and introduce the features to the customer for future follow up.
  •  Cross sell bank products to existing customers to increase product usage level
  •  Processing of deposit and withdrawal transactions
  •  Efficient execution client’s instructions and follow up
  •  Provide service feedback form to the customers
  •  Ensure the banking is well stocked with promo material and necessary stationery
  •  Authenticate all outward cheques and post in the system
  •  Cash management by tracking the level of cash in your till and the demand levels
  •  Keep the cash tills secure
  •  Management of turnaround time on customer queries
  •  Queue management in the banking hall
  •  Ensure the customer experience is commendable at all times.
  •  Monitor the ambience and cleanliness of the banking hall through the day
  •  Facilitate applications of ATMs and mobile banking services
  •  Coordinate the postage of parcels from branch to designated recipients and back
  •  Coordinate the branch meeting logistics
  •  Responsible for basic office supplies such as stationery, water etc
  •  To perform any other duty as assigned in line with the organization goals and objective

QUALIFICATION AND EXPERIENCE REQUIREMENTS

  •  Degree in a Business Management, Accounting, Finance or Business Administration.
  •  Professional banking qualifications will be added advantage.
  •  2 years’ work experience in a bank will be added advantage.
  •  Excellent customer service skills
  •  Able to multitask.
  •  A fast learner
  •  Good communication and interpersonal skills
  •  Good marketing and People management skills
  •  Must be self-driven; possess excellent administrative, communication and interpersonal skills, strong organization, and negotiation skills.




Method of Application

Submit your CV, copies of relevant documents and Application to:

[email protected]

Use the title of the position as the subject of the email

Closing Date : 14 February. 2024





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