Phone Banking Officer

Company Name

Corpzop

Job Description

Corpzop is seeking a customer-focused and professional Phone Banking Officer to provide banking support and financial services to customers through telephone interactions. The role involves handling customer inquiries, promoting banking products, resolving service requests, maintaining customer satisfaction, and ensuring compliance with banking policies and procedures. The ideal candidate should possess strong communication skills, customer service experience, and a good understanding of banking products and operations.

Key Responsibilities

• Handle inbound and outbound customer calls related to banking services.
• Assist customers with account-related inquiries, transactions, and service requests.
• Promote and cross-sell banking products such as savings accounts, loans, credit cards, insurance, and investment products.
• Resolve customer complaints and escalate complex issues when necessary.
• Verify customer information and ensure compliance with security procedures.
• Maintain accurate records of customer interactions and transactions.
• Achieve sales and customer service targets as assigned.
• Provide information regarding banking policies, products, and services.
• Ensure a high level of customer satisfaction and service quality.
• Follow banking regulations and internal compliance guidelines.

Required Skills

• Excellent verbal communication and listening skills.
• Strong customer service and relationship management abilities.
• Knowledge of banking products and financial services.
• Sales and cross-selling skills.
• Problem-solving and conflict-resolution abilities.
• Basic computer proficiency and data entry skills.
• Ability to work under pressure and meet performance targets.
• Professional telephone etiquette and interpersonal skills.

Educational Requirements

• Bachelor’s Degree in Commerce, Business Administration, Finance, Economics, Management, or a related field.
• Additional certifications in banking or financial services are an advantage.

Experience Requirements

• 1–6 years of experience in banking, customer service, telesales, phone banking, or financial services.
• Experience in retail banking, customer support, or call center operations is preferred.

Preferred Candidate Profile

• Customer-centric and service-oriented mindset.
• Strong communication and persuasion skills.
• Ability to build customer trust and relationships.
• Goal-oriented and capable of achieving sales targets.
• Professional, responsible, and detail-oriented.
• Knowledge of banking regulations and customer service standards is desirable.

Experience Required

1 – 6 Years

Salary

Not Disclosed

Benefits

• Competitive compensation package.
• Opportunities for career growth in the banking sector.
• Professional training and skill development.
• Exposure to banking products and customer relationship management.
• Supportive and performance-driven work environment.