Customer Service Representative
Orient Exchange Co. L.L.C
Total years of experience :8 years, 1 Months
Processes remittance transactions such as cash pick up and bank transfer to local and international account worldwide.
Promotes other products and services of the company to existing and new customers.
Processes Wages Protection System (salary deposit and release of salary).
To continuously monitor transactions, conduct proper KYC and CDD for customers.
Accurate registration of new customers and updates new details for existing customers.
Account opening of remittance account for different banks in the Philippines.
Processes Western Union transactions (sending and receiving money) and POS transactions.
Opening of account for National Bonds.
Assists customers on their inquiries and resolved their complaints.
Provides excellent customer service to all customers and maintain good relationship with
external and internal customers.
Performs clerical tasks such as scanning of documents, preparing of reports and maintaining proper filing of documents.
Ensures that office files and records are properly maintained and updated for easy retrieval.
Cash checks after ensuring that signatures are valid Goal & Quality
•Receive checks and post entries into correct accounts Oriented
•Manage balancing duties: currency, coins, and check
•Ensure that customers’ loan information is processed Dedicated to work
and maintained appropriately
•Provide information to clients regarding bank services Risk Taker
•Sort, file and record deposit slips
•Cross-sell banks products Pay attention to
•Provide account balance information to clients details
•Ensure that the cash drawer is balanced and maintained
at all times Perfectionist in
•Resolve discrepancies in accounts terms of completing
•Perform end of day recap of money and bank slips and filing documents
•Take advantage of sales opportunities to attract new
customers Initiative and
•Organize and restock workstation with supplies Responsible
•Stamp receipts and verify that the customer is who he or
she claims to be Verbal / Written /
•Compare signatures, photos, and ID to verify customers Computer
identity
•Maintains customer confidence and protects bank Teamwork
operations by keeping information confidential
•Contributes to team effort by accomplishing related result Products Marketing
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