- – Welcome and assist customers with inquiries, order pickups, and communications.
- – Manage phone calls, emails, and follow-ups to ensure timely customer support.
- – Maintain organized records and update customer information in systems accurately.
- – Recommend business loan products to support sector growth and development.
- – Evaluate loan requests in accordance with legislation, policies, and best practices.
- – Build relationships with clients and collaborate with staff for efficient loan processes.
- – Oversee deposit processes, ensuring accuracy and consistency across locations.
- – Prepare and issue customer invoices, tracking payments and managing overdue accounts.
- – Enter financial data accurately, assisting with month-end reporting and reconciliations.