Client Engagement Associate

4 weeks ago

Mississauga, Canada ICICI Bank Ltd Full time

_Area of Responsibility_

1. Responsible for branch service and ensuring the branch is open in a timely manner.

2. Organize customer sitting area (lobby management), display boards, product and regulatory fliers for easy access to customers.

3. Filing and maintenance of records and documentation as per Record Maintenance Policy of the Bank.

4. Responsible for ABM maintenance and reconciliation on a daily basis.

6. Ensure accounts are opened as per Bank’s product and guidelines while ensuring adherence to KYC, AML/ATF policies.

7. Responsible for branch complaints handling as per the Bank’s policies.

8. Maintaining the service request quality score and to ensure all service requests are resolved within timelines.

9. Jointly plan and execute customer satisfaction campaigns in the branch.

10. Supervision, maintenance and upkeep of iLounge premises on daily basis

11. Reconcile end of day cash balances, investigate, reconcile and report cash shortages and excesses as per Bank’s processes

12. Act as joint custodian of cash and all security items.

13. Responsible for all security items consumed during the day and managing inventory

14. Compile MIS and dashboards related to banking transactions and business growth

15. Managing audits of the iLounge Centre

16. Ensure all Bank policies, corporate security guidelines, regulatory guidelines, industry service standards and codes of conduct are adhered to.

17. Plan and ensure staff training, education, knowledge enhancement

18. Specific projects as a member of the project team

19. New activities identified due to change in processes and products

20. Handle customers to provide excellent service levels

21. Own and manage lead generation targets from service team and contribute to financial objectives of the Bank by cross selling over the counter. Participate in all sales events and sales contests

22. Other activities in order to facilitate smooth operation of the iLounge Centre as assigned from time to time.

23. Responsible for all operational activities related to NRI Referral Services

**Benefits**:

- Dental care
- Extended health care
- RRSP match

Schedule:

- Day shift

Ability to commute/relocate:

- Mississauga, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person

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