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Senior Client Services Officer

A Reputable Financial Company

Admin & Office

2 weeks ago

Job Summary

The Senior Client Services Officer is responsible for ensuring all process and procedural requirements are met in providing available services within the agreed turnaround period to creating a positive experience for all clients. Supervises the Client Services Officer and the Cashier and ensures clients are welcomed in a friendly, professional manner, and provides all the available services to create an excellent customer experience.

  • Minimum Qualification: Degree
  • Experience Level: Senior level
  • Experience Length: 3 years

Job Description/Requirements


Sales and Business Growth

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

Supervisory and Controls

  • Responsible for the efficient delivery of excellent customer service to all clients in the banking hall.
  • Responsible for the administrative oversight of the banking hall.
  • Responsible for the direct supervision of all frontline staff (Client Service Officers and Cashiers) to deliver excellent customer service.
  • Responsible for maintaining adequate loan quality controls and all errors detected on loan and account opening applications are corrected and reported.

Customer Service Delivery

  • Responsible for the capturing and processing of loans, savings and any other 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 turnaround periods.
  • Responsible for handling customer complaints and any other after-sales services which may be applicable.

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 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.
  • Perform all transactions in strict compliance with all institutional processes and procedures.


  • Responsible for any reporting to Branch Manager and other staff as may be required.


  • Educational requirements:
  • Minimum of Bachelor’s Degree is required.
  • 3 years’ work experience in a similar role

Skills / Attributes

  • Proven work experience as a Receptionist, Front Office Representative or similar role
  • Proficiency in Microsoft Office Suite
  • Hands-on experience with office equipment
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise.
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude
  • Excellent communication skills.
  • Positive attitude.
  • Excellent management and clerical skills.
  • Accurate and fast worker.
  • Good interpersonal skills.
  • Neat and organized person.

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

Only shortlisted applicants will be contacted.

Deadline for submission is 20th February 2024.

Location: Accra

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