Key responsibilities

• Participate in outbound follow-up calls related to incomplete applications, which may involve re-engaging the customer and highlighting product benefits to encourage completion.
• Achieve assigned sales targets through customer interactions and referrals.
• Proactively source and manage customer applications for retail banking products.
• Provide basic information about bank products and services to customers during processing-related communications.
• Maintain awareness of current sales campaigns and promotions to effectively identify referral opportunities.
• Conduct application reviews for completeness, accuracy, and regulatory compliance.
• Efficiently source, scan, and accurately input application data and supporting documentation into relevant systems.
• Provide accurate product and service information during the processing phase.
• Conduct detailed background checks and verification processes, including assessing creditworthiness using relevant tools and information.
• Engage with customers via phone or in-person to collect missing documents, clarify details, or reinitiate interest.
• Maintain meticulous records of all processing activities, ensuring data integrity and compliance.
• Prepare and submit approved cases to the relevant departments for finalization.
• Stay updated on changes in banking regulations, internal policies, and product offerings related to processing.
• Report suspicious or incomplete applications as part of risk management.
• Collaborate with internal teams to finalize and hand off approved applications.
• Identify and escalate complex processing issues or potential fraudulent activities to the appropriate teams.
• Contribute to process improvement initiatives to enhance efficiency and accuracy.
• Identify and communicate potential sales opportunities or customer needs to the relevant sales teams based on interactions during the processing phase.