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Client Care Officer (Chaguanas)

Chaguanas
Not disclosed
Permanent full-time
Updated 21/07/2025

Job Summary:

The Client Care Officer accepts and responds to requests from Clients for products/services from the JMMB TT Bank, whether received via telephone, facsimile or e-mails sent to the general mail, in-keeping with JMMB standards and the law. The incumbent assists with the Company’s service quality control by conducting client surveys, as instructed and promotes the JMMB’s philosophy of the Vision of Love and its unique culture. Also, engaged in the transformation process for the continuous improvement of the JMMB and its associated companies.

Key Responsibilities:

Answers the telephone and logs all calls handled.
Acts as one of the mediums for disseminating authorized information to clients.

Client’s personal accounts. (after appropriate identification)
Rates being used by JMMB.
Cheque verification.
Regulatory agency requirements
Account balances
Moneyline services
Incoming and outgoing wire processed.
Branch locations and addresses
Opening hours
Standing order (providing clients with process)
Card Support (providing clients with proces
Accept and process client request
Cheque requests from client’s account
Equity requests
Statement and general letter

Provides feedback to the Company based on information gleaned during daily interaction with clients.
Refers Client to Branch or other in-house expertise, as is appropriate and necessary.
Has a clear, precise conversation with each Client to help to him/her make appropriate choices, preferably with JMMB TT Bank products/services (e.g. understand financial concepts, the options available, understand the risk involved in making investments).
Has a clear, precise conversation with each Client to help to him/her make appropriate choices, preferably with JMMB TT Bank products/services (e.g. understand financial concepts, the options available, understand the risk involved in making investments).
Attends and actively participates in training sessions assigned.
Performs any other duties which may be assigned from time to time.

Qualifications (Education & Certification)

First Degree in Marketing, Communications or Management.
Licensed to provide financial advice by a reputable institution.
Certified Telephone Operator.

Experience:

At least two years’ work experience in Customer Service, preferably in a financial institution.
Working knowledge of the Altigen telephone system would be a distinct asset.

Other (Skills):

Working knowledge of financial sector instruments, laws, regulations, ethics and professional jargon.
Excellent oral communication skills.
Highly proficient in written communication.
Working knowledge of one of the major foreign languages would be an asset.
Knowledge and understanding of Call Centre technology.
Proficient in the use of computers, particularly spreadsheets and word-processing.

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Do you have at least two years' work experience in Customer Service, preferably in a financial institution?

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Do you have a first Degree in Marketing, Communications or Management?

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Do you have working knowledge of the Altigen telephone system?

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