Processed client's loans requests.
Identified client's needs and recommended various products and services to address their
concerns.
Kept records and information about clients, their transactions and withdrawals.
Answered client inquiries regarding products and services and probed for up-selling
opportunities.
Helped in generating leads for sales team.
Performed various administrative functions and clerical duties.
Coordinated and escalated concerns to other departments for immediate resolution.
Managed notifications and reports.