Reports to: Customer Service Supervisor
Location: Independence Village

Job Purpose: The Customer Service Representative (CSR) is to provide customer service in the front office, delivering fast and efficient service when establishing new accounts, ordering of cheques, selling, issuing debit and credit cards etc. The incumbent is expected to also cross sell products and services in order to satisfy customer needs and always ensure compliance with operational policies and procedures including Anti-Money Laundering (AML) and bank security procedures.

Key Responsibilities include but not limited to:

• Attain targets set for new business referrals. (Loans, Deposits, Residential Mortgages, Credit Cards, etc.)
• Handle customer generated transaction in keeping with benchmarks/standards, policies and procedures
• Perform other CSR related duties in an accurate and timely manner (e.g. end of day procedures such as debit card creation, setting up and inputting of standing orders, entering disputes/charge backs, scanning of files into Docuware, filing, Alchemy, cheque book request, etc.)
• Open accounts ensuring required documentation are obtained, accurate, and maintained up to date
• Respond to online messages channeled through the branch in a timely manner
• Ensure that wire transfer forms are filled out properly complete Due Diligence Form in accordance with the Bank’s policies and procedures
• Adhere to policies and procedures when performing duties. (e.g. KYC outlined in the Anti-Money Laundering Manual when establishing new accounts)
• Complete Enhanced Due Diligence Forms for all High Risk Accounts.
• Perform the necessary due diligence to mitigate losses due to omissions (check debits/credits, signatures, dates, words and figures, account numbers, inputting data accurately, etc.)
• Prepare estate letters, audit letters, reference letters and embassy letters based on client’s request.
• Actively portray the Bank’s Five (5) Virtues of Customer Service, viz. Welcoming, Appreciation, Helpfulness, Respect and Professionalism
• Work with Management, other branch staff and peers for the betterment of Belize Bank demonstrating flexibility

 

Educational & Work Experience Requirements:

• Associate Degree in Business Management, Administration, Finance or related field from an accredited educational institution
• At least one (1) year work experience of client service; preferably two to three (2-3) years in Banking experience

 

Skill & Ability Requirements:

• Knowledge of the English language at an intermediate level, both oral and written
• Knowledge of the banking industry in Belize and general regulatory procedures mandated by the Central Bank of Belize
• Excellent Interpersonal and communication skills with sound judgment and tact in customer interaction
•  Strong organizational skills
•  Client service orientation, driven to help clients meet needs or resolve problems
•  Good analytical and problem-solving skills
•  Computer literate with proficiency in Microsoft Office Word and Excel
•  Bilingual with knowledge of the Spanish language at a basic to intermediate level, both oral and written (asset)

 

Please note that relevant work experience may compensate for academic qualifications

 

Interested candidates can a cover letter and résumé to:
Manager, Digital & Retail Banking Services
Belize Bank Limited
Big Creek Road
Independence Village

Email: [email protected]
(Subject email: CSR Independence Village)

Deadline for applications is December 15th, 2021

Job Type: Full Time
Job Location: Independence
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