Customer Relationship Associate

JOB SUMMARY

The overall goal of a Customer Relationship Associate is to assist the CRO in ensuring customer satisfaction and loyalty by providing excellent customer service while accurately and efficiently handling the opening and maintenance of deposit accounts.

SPECIFIC DUTIES AND RESPONSIBILITIES
1. Account Opening: Responsible for opening new accounts for customers. This includes checking accounts, savings accounts, certificates of deposit, and other types of accounts offered by the bank (if there are any).

2. Customer Service: Responsible for addressing customer inquiries, resolving issues, and providing information about the bank's products and services. They may also assist customers with transactions or guide them in using banking services. Collect customer feedback and use it to improve services. They may conduct surveys, hold discussions, or monitor customer interactions to gather feedback.

3. Relationship Management: Assist the CRO in managing relationships with customers, often through regular communication and personalized service by aiming to understand each customer's needs and preferences to provide tailored banking solutions.

4. Sales Support: Assist the CRO in identifying sales opportunities that may help in promoting the bank's products and services to customers. This could involve discussing financial goals with customers and suggesting suitable banking products or services. To cross-sell other bank products and services. For example, when opening a new account for a customer, they might also
introduce the customer to the bank's loan products, or other bank deposit products services.

5. Documentation and Administrative Duties: Maintain accurate customer records, process the necessary paperwork for account opening or closing, and ensure that all customer data is kept confidential and secure. Collect and verify necessary documents for account opening. This includes identification documents, proof of address, and other relevant paperwork

6. Compliance: Ensure all customer interactions and account opening procedures are compliant with regulatory standards and the bank's internal policies. This includes conducting 'Know Your Customer' (KYC) checks and adhering to anti-money laundering (AML) regulations.

7. Record Keeping and Reporting: Maintain records of customer interactions and transactions, prepare reports on their activities and performance, and provide these to the Customer Relationship Manager or other relevant personnel. Responsible for the accurate records of all new
accounts opened, including customer information and documentation, and ensuring that all customer data is kept confidential secure, and properly maintained.

8. Perform other tasks that may be assigned from time to time by the immediate head and the Branch Relationship Managers.

JOB SPECIFICATIONS / QUALIFICATIONS:
Educational Background: Must be a college graduate of any 4-year course preferably a business course.

Professional Experience: Must have at least 2 years of successful banking experience with a heavy emphasis on deposits and in-branch operations.
Fresh graduates are welcome to apply.

Knowledge a& Skills Required: Must be knowledgeable in Cashiering functions, and in handling sales & marketing, customers (optional but not
preferred);

Must be a fast learner and willing to be trained at any TRBank
Branch; and willing to hold a position at any strategic branch
of the bank; Strong in math and logical skills. Has the ability
to follow precise directions and learn banking office
equipment

Must be proficient in using MS Office applications (Excel,
Word, and PowerPoint)

Must be able to communicate well in both oral and written
form of communications and result-driven individual.

Interaction Requirements: Internal Group Head, Division Head, Department/unit
Heads, Branch Relationship Managers, Branch Service
Officer, Branch Staff, and other bank Officers.
External Customers, Suppliers, Vendors, 3rd party Persons