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Client Services Officer

A Reputable Financial Institution

Customer Service & Support

3 weeks ago

Job Summary

A Multinational Financial Institution seeks the services of a Client Services Officer for their Office in Accra.

  • Minimum Qualification: HND
  • Experience Level: Mid level
  • Experience Length: 3 years

Job Description/Requirements

Sales and Business Developments

  • Participate in all business growth initiatives in the Branch.
  • Responsible for cross selling all company products and service to clients.
  • Understand the key benefits of all IZWE products and effectively communicate to clients.
  • Support Sales efforts by staff 

Customer Service Delivery

  • Responsible for the capturing and processing of loans, savings and any other Izwe product(s) applications
  • Responsible for ensuring delivery of services to clients in a friendly and professional way.
  • Responsible for ensuring all processes are completed within agreed turn around periods.
  • Responsible for handling customer complaints and any other after sales services which may be applicable.
  • Collect and report any customer complaints to the Branch Manager.

Compliance and Controls

  • Understand key policies, processes, and procedures for front office operations.
  • Responsible for the verifying of data in accordance with the loans, savings and any other Izwe product(s) application process
  • Responsible for the verifying of documents according to Credit Policy Responsible for maintaining adequate loan, savings and any other Izwe product(s) quality controls.
  • Responsible for the verification transaction documents before any payments are processed.
  • Perform all transactions in strict compliance with all institutional processes and procedures.

Cash Operations

  • Responsible for managing the assigned cash box.
  • Responsible for processing cash receipts and payments.
  • Responsible for ensuring that approved refunds are disbursed accurately from the teller.
  • Accountable for the daily cash float placed in your custody and for the topping up of the teller float as required and instructed by management.
  • Responsible for the daily balancing of your cash float and reporting of any differences to the Branch Manager and Finance Manager.


  • Responsible for any reporting to the Senior Client Services Officer, Branch Manager or Sales Manager, other Izwe staff as may be required.


Educational requirements:

  • A Bachelor’s Degree
  • Higher National Diploma
  • Excellent knowledge of IT systems including Microsoft Word and Excel essential (Credit Ease experience is preferred).

Skills / Abilities:

  • Hard working and goal driven;
  • Excellent communication skills;
  • Excellent sale skills;
  • Positive attitude;
  • Excellent management skills;
  • Accurate and fast worker;
  • Good interpersonal skills;
  • Neat and organized person.

Location: Accra

Kindly Note: Interested applicants should send CVs to humancapitalrecruitments24@gmail.com .

Only shortlisted applicants will be contacted.

Deadline for submission is 20th February 2024.

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