Relationship Officer - Digital Banking (225-826)

The role of a Relationship Officer in Digital Banking is a pivotal position that combines customer service excellence with deep knowledge of digital banking technologies. As the financial industry increasingly shifts towards digital platforms, this position becomes even more critical in maintaining customer relationships and ensuring seamless digital banking experiences. A Relationship Officer is responsible for onboarding new customers, guiding them through digital banking services, and addressing their queries to enhance user satisfaction. They must possess a keen understanding of digital banking products, be proactive in resolving issues, and have the ability to build strong customer relationships while promoting the use of digital services. Their ultimate goal is to drive user engagement and adoption of digital channels while maintaining the highest standards of customer service.

Responsibilities

• Onboard clients and facilitate their journey through digital banking platforms.
• Provide personalized assistance and support to clients using digital services.
• Educate clients on the full suite of digital banking products available.
• Identify customer needs and tailor digital solutions to meet those needs.
• Resolve client inquiries and issues promptly and effectively through active communication.
• Monitor client transactions and ensure they adhere to digital banking protocols.
• Collaborate with internal teams to streamline digital service processes and operations.
• Gather client feedback and provide input for digital product enhancements.
• Maintain accurate client records and profiles using digital banking systems.
• Conduct regular follow-up with clients to ensure sustained satisfaction and engagement.
• Promote digital banking products and services to enhance customer adoption.
• Stay updated on industry trends and technologies to better serve client needs.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Proven experience in banking, particularly in a relationship management role.
• Strong knowledge of digital banking products and financial technologies.
• Excellent communication and interpersonal skills for client interactions.
• Ability to problem-solve and address client concerns quickly and effectively.
• Knowledge of the latest trends and regulations in digital banking and finance.
• Proficiency in digital tools and customer relationship management software.