Customer Service Associate – CDB Bank Job Vacancies

Citizens Development Business Finance plc (CDB) is a leading licensed non-banking financial institution in Sri Lanka. Established in September 1995 and headquartered in Colombo, it is a publicly quoted company listed on the Colombo Stock Exchange and regulated by the Central Bank of Sri Lanka.

Customer Service Associate – CDB Bank Job Vacancies

Available Vacancies: 

Applications are invited

• Customer Service Associate

Organization: CDB Bank

Customer Service Associate – Premium Customer Engagement (Outbound)

We are seeking a highly customer-focused Customer Service Associate – Premium Customer Engagement (Outbound) to manage proactive customer interactions with Affluent and High-Net-Worth (HNW) customers.

The role will be responsible for delivering professional, personalized and consistent outbound customer experiences across customer verification, welcome calls, product and service communications, event engagement, targeted campaigns,
telemarketing and other premium customer engagement initiatives.

Key Responsibilities

• Conduct outbound calls to Affluent and HNW customers for customer verification and service-related requirements.
• Conduct welcome calls for newly on boarded customers across selected products and services.
• Communicate relevant product, service and customer experience information clearly, accurately and professionally.
• Support outbound customer engagement activities relating to lending, cards and other selected premium products and services.
• Manage customer calls relating to events, including invitations, confirmations, reminders and other event-related communications.
• Support targeted telemarketing, cross-selling and customer engagement campaigns.
• Conduct proactive customer follow-ups in line with defined customer engagement initiatives.
• Identify customer needs, preferences and potential opportunities during customer interactions, and appropriately refer or escalate them to the relevant teams.
• Maintain accurate and timely records of customer interactions, outcomes and follow-up requirements.
• Ensure all customer communications are handled professionally and in accordance with approved guidelines, procedures, compliance requirements and service standards.
• Protect customer confidentiality and handle sensitive customer information with the highest level of discretion.
• Consistently deliver a premium customer experience aligned with the expectations of Affluent and HNW customers.

More Details

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Videsha Rakiya Abarthu