Branch Service Executive (Banking)

Our client is a financial institution and they have many openings for the Branch Customer Service Executive - Banking position

The  Branch Customer Executive  is a hybrid, front-line role designed to bridge traditional branch banking with digital transformation. Operating within a digital-first model, this position requires managing physical over-the-counter transactions while actively educating retail and corporate clients to adopt digital banking solutions. Responsibilities

1. Service Excellence

Service Zone (Non-Cash):  Act as a digital advocate, educating and assisting individual and corporate customers with e-form submissions, self-serve kiosks, and mobile banking applications.

Cash Zone (Over-the-Counter):  Handle cash transactions that cannot be completed through digital or self-serve channels.

Issue Ownership:  Promptly respond to customer queries, take ownership of escalated or complex issues, and effectively resolve or escalate them as needed.

1. Business Advisory & Sales Driving

Needs Identification:  Engage walk-in customers and conduct outbound calls to identify their financial goals and banking needs.

Product Advisory:  Provide tailored financial solutions across all customer segments, including digital tools (e.g.,Bank App), corporate loans, housing loans, and deposit acquisition.

Account Opening:  Support and perform the full account opening process, guiding customers seamlessly through both physical and digital onboarding.

1. Branch Operations & Risk Compliance

Administration:  Assist with daily branch operations, including checking account opening documents, administrative duties, and back-office transactional fulfillment.

Risk & Control:  Maintain high vigilance to identify and escalate operational risks promptly, ensuring full compliance with bank policies, regulatory frameworks, and clean-desk policies.

1. Continuous Self-Development

Participate in structured upskilling programs (digital tools, customer service workshops, product knowledge) and accept additional duties assigned by the Branch Manager to meet branch goals.

Requirements Education:  Diploma or Degree in Business, Finance, or a related field.

Digital Fluency:  Highly comfortable utilizing digital tools and proactively promoting digital adoption to customers.

Soft Skills:  Strong communication, exceptional interpersonal skills, and a resilient, customer-focused mindset.

Attributes:  Detail-oriented, organized, highly adaptable to changing branch schedules/locations, and committed to continuous learning.

Good personal grooming

This role is open to both  candidates with no experience  and  experienced customer service professionals  looking to pivot into banking. Work Schedule:  Required to work on  Saturdays  based on branch operating hours. Working on a Saturday entitles the employee to a  day off on a weekday .

Branch Deployment:  Final branch allocation will be officially confirmed on the  first day of work . Candidates must remain flexible as periodic rotation across different branches may occur based on business needs.

Applicants(customer-facing) from the Hospitality/ Hotels, Commercial/ Budget Airlines industries are most welcome to apply

Please send an updated resume to alfred.lai@paradigmrecruitment.com.sg if you are interested to apply for this position

Alfred Lai EA Reg No: R1545971 EA License No: 21C0434