Service Officer

Responsibilities:

• To receive, review and process the applications received via remote channels to ensure all required documentation is complete, accurate and the bank/investment account can be opened
• To conduct service calls to assist customers (if necessary) in completing the online applications to maximize the business opportunities
• To handle inbound enquiries from prospects relating to remote account opening application, provide guidance on application requirements and processes
• To coordinate with branches on bank account opening appointments 

Qualifications:

• Relevant experience
• High School diploma or equivalent
• Proficient in Microsoft Office
• Ability to work occasional weekends to support sanity test
• Demonstrated analytical skills and able to work in a team

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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