Priority Banking - Customer Service Representative

Client Relationship Management

1. Client Relationship Management

   Resolve customer issues efficiently while ensuring first-contact resolution whenever possible.

   Manage customer complaints and escalations with professionalism and ownership.

   Follow up proactively on resolved complaints to ensure client satisfaction and retention.

   Maintain a personalized approach by understanding customer preferences and banking needs.

2. Operational Excellence

   Adhere to service level agreements, quality standards, and compliance requirements.

   Ensure proper verification and authentication procedures are followed for every customer interaction.

   Handle sensitive customer information with the highest level of confidentiality.

   Identify opportunities to enhance customer satisfaction and loyalty.

3. Compliance and Risk

   Adhere strictly to regulations and internal bank compliance policies.

   Always m...