Elements and Performance Criteria
- Provide customer service
- Greet and serve customer with respect and professionalism in accordance with company service standards and expectations
- Provide customer with information as required in timely, accurate and effective manner, answering any queries about transactions fully and clearly to ensure customer is appropriately informed
- Refer transactions outside knowledge or delegated authority of officer to other personnel for resolution, as required
- Process basic financial transactions
- Process customer transactions in accurate and timely manner using standard policies, procedures and systems
- Check documentation or systems entry to support transactions for accuracy and completeness, and maintain and verify customer account and transaction details using correct procedures
- Resolve or refer customer complaints and disputes to other authorised personnel, and rectify customer accounts where necessary
- Perform accurate reconciliation of subsidiary ledgers to general ledger accounts, and levy fees appropriate to transaction in accordance with standard procedures
- Administer transaction process
- Analyse and respond to error records and exception reports according to standard procedures and within required timeframes
- Provide activity reports, monitoring nature and level of transaction activity and update database records or customer files according to standard procedures and within required timeframes
- Safely and securely store customer records in accordance with standard processes, recognising requirement to protect customer privacy and commercial confidentiality