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Customer Service Executive


Calling new retail customers to welcome them to the company and check on the quality of sale

Sending welcome e-mail to new institutional scheme members

Following up with new members (institutional) to welcome them to the company and ascertain if they have additional accounts that can be ported to the company

Cross selling savings and other company products to new institutional customers

Creating leads for the Business Development to follow up and close sale

Sending out materials/brochure /forms to prospects upon request

Opening new savings accounts for individuals who want to sign on

Keeping and managing a prospecting database to effectively follow up on prospects

Following up with Operations on uncompleted customer requests ( e.g. transfers, redemptions, account maintenance) to ensure it is resolved within the agreed SLA and communicated to customer

Communicating completed transactional requests to customers

Communicating status of direct debit validation to customers

Sending sms alerts to customers whose direct debit deductions were unsuccessful

Processing request from Operations to call a customer to update them on their requests

Sending online instructions and membership certificates to customers

Sending exit options letters to scheme members upon resignation or termination when the scheme member or client contact informs us of separation

Following up on exited staff to convince them to retain their funds with the company

Attending to customers who visit our office premises

Achieve retention targets

Other duties as assigned

Educational Requirements & Qualifications

Degree in any relevant discipline

Minimum of 1 year experience in similar role

Contact address

How to apply

Apply using the application form

Job Information

    • Full Time
    • Bachelors Degree
    • 1 - 3 Years
    • Education
    • Greater Accra
    • Accra
    • Apply using the application form
    • 31-Aug-2018
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