Customer Service Representative Jobs in Coimbatore Private Bank

📋 Job Description

Jobzi is sourcing qualified candidates for Customer Service Representative positions in Coimbatore's private Private Bank sector. This is a full-time opportunity with a reputed Banking and Financial Services employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Welcome customers at the branch and assist them with banking service requests including account queries, passbook updates, and statement requests.
• Complete KYC documentation and account opening formalities for new customers following regulatory guidelines.
• Resolve customer complaints and grievances promptly, escalating complex issues to the branch manager when required.
• Educate customers about banking products such as savings accounts, fixed deposits, recurring deposits, and digital banking services.
• Support cross-selling of relevant banking and third-party products based on customer profile and needs.
• Maintain customer interaction logs and ensure service quality standards are met at the branch.
• Coordinate with back-office teams to ensure timely resolution of pending requests and service tickets.

🎓 Qualifications and Requirements

• Graduate in any discipline from a recognised university.
• Strong verbal communication skills in Tamil and English; additional languages are an advantage.
• Basic knowledge of banking products, services, and account types.
• Familiarity with KYC norms and documentation requirements.
• Customer-centric attitude with patience to handle high volumes of branch walk-ins.
• Prior experience in banking customer service, BPO, or a customer-facing retail role is preferred.
• Freshers with excellent communication and interpersonal skills are also considered.
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

JAIIB (Junior Associate of the Indian Institute of Bankers) and CAIIB (Certified Associate of the Indian Institute of Bankers) for bank employees; IRDA certification for bancassurance roles; AMFI (Association of Mutual Funds in India) certification for wealth management and investment product sales; NISM (National Institute of Securities Markets) certifications for securities-related roles; KYC/AML certification for compliance roles; Certified Credit Professional (CCP) for credit analysts; CFP (Certified Financial Planner) for wealth management roles