Aalaa Abdullah

• Promote Banc-assurance products within bank branch.
• Achieve and exceed branch’s target.
• Work very closely with bank’s staff to increase the awareness level.
• Coach and motivate bank’s staff to generate leads for the customers to subsequently conduct a full sales process

• Answer and direct phone calls
• Organize and schedule meetings and appointments
• Maintain contact lists
• Produce and distribute correspondence memos, letters, and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a filing system
  

• Answering customer questions about basic banking services, such as account balances and interest rates and fees
• Help customers protect their accounts by reviewing suspicious activity
• Reversing transactions and reissuing compromised debit and credit cards
• Assist customers with replacing lost or stolen credit or debit and prepaid cards
• Check on the status of customer accounts and track checks and payments
• Cross sell products based on customer need

• Resolve customer complaints via phone, email, or social media.
• Use telephones to reach out to customers and verify account information.
• Greet customers warmly and ascertain problem or reason for calling
• Assist with placement of orders, refunds, or exchanges.

Advise on company information.

• Cancel or upgrade accounts.
• Take payment information and other pertinent information such as addresses and phone numbers.
• Place or cancel orders
• Answer questions about warranties or terms of sale.
• Act as the company gatekeeper
• Suggest solutions when a product malfunctions.
• Handle product recalls.
• Attempt to persuade customer to reconsider cancellation.
• Inform customer of deals and promotions.
• Sell products and services.
• Utilize computer technology to handle high call volumes.
• Work with customer service manager to ensure proper customer service is being delivered.
• Close out or open call records.
• Compile reports on overall customer satisfaction.

Read from scripts.

• Handle changes in policies or renewals.