Bank Customer Services Clerk

Description

A Bank Customer Services Clerk is the first port of call for customers entering the bank. They direct customers to the right department, they render a range of bank services (like releasing cards and cheque books; producing copies of bank statements; processing a request to stop payment on a cheque or debit order; verifying documents; reversing payments etc.).

They also receive and deal with customer queries and complaints, manage queues, walk the floor to identify problems, assist with all types of queries either face-to-face and telephonically.

In addition, they promote banking products and services, minimise risk and work towards achieving customer satisfaction. All these
activities are performed within a banking regulatory framework.

Certification

NQF Level 4

Learning Outcomes

*Complete and processing banking services
*Achieve customer satisfaction.
*Minimise risk in a banking environment.

Rationale

The Bank Customer Services Clerk occupation has become very popular as banks compete to provide excellent customer services in order to retain and expand their customer base. The occupation has taken on a much more meaningful role in the bank and often the customer services clerk is the first port of call for clients visiting the bank. In addition, this occupation has acquired a status above that of a bank teller and in some banks bank tellers become customer services clerks as a part of their upward mobility.