Client Service Representative

While we appreciate all applicants, only applications received via Sagicor's career portal https://career4.successfactors.com/career?company=sagicorfinP2 will be considered.

"Looking for a diverse and rewarding career? If you're looking to grow your career within a stable and growing financial services company, then Sagicor may be right for you!"

We are seeking a suitable candidate to join our Branch Operations (Tropical Plaza) team in the capacity of:

Client Service Representative

Greet and assist clients in a courteous, timely and efficient manner while delivering a high standard of professional service.

Be effective and efficient in managing transactions and queries and ensuring they are completed in a timely manner and in keeping with the banks Service standards.

Assist management with events that can deepen client loyalty and goodwill, as well as actively cross-sell the Group’s products and services to existing clients.

Location: Kingston

As A Client Service Representative, you will:

• Deliver quality client service by greeting and responding to clients promptly and courteously and completing transactions according to Sagicor Bank Client Service Standards.
• Open new accounts for clients, namely Savings accounts, Current accounts, Certificate of Deposits.
• Initiate relevant documentation for the opening of all accounts in accordance with the Bank’s guidelines.
• Perform client verification as appropriate for each product.
• Ensure that all mandatory checks are completed to achieve Know Your Customer (KYC) and POCA requirements.
• Perform account maintenance functions such as addition of name, update of dormant accounts, address changes, deceased clients.
• Process & issue ABM and credits cards according to policies & procedures and pin Debit/ Credit Cards.
• Prepare Client request letters and Certification of balance.
• Close certificate of deposits and process Tax Exemption requests.
• Provide relief for Client Care Associate desk.
• Achieve assigned cross sell and referral targets.
• Perform other job-related duties assigned from time to time.

What do you need?

• Bachelor’s Degree in Business Administration, Management Studies or a relevant discipline from a recognized tertiary institution.
• Formal Training in customer service would be an asset.
• Minimum of two (2) years’ working experience in a similar position.
• Experience in sales or selling techniques.
• Knowledge of Microsoft Office Suite.
• Knowledge of commercial banking operations functions would be an asset.
• Customer-centric with good interpersonal, communication and complaint handling skills.
• Knowledge of the bank’s systems and procedures.
• In-depth knowledge of Proceeds of Crime Act (POCA).
• Strong selling & negotiating and customer service skills.
• High level of professionalism and ethical standards.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than May 24, 2024. 

While we appreciate all applications, only shortlisted candidates will be contacted.