Hard Skills
IntermediateCustomer Relationship Management (CRM)The practice of managing interactions with existing and potential customers through data analysis and service protocols.
AdvancedRegulatory Compliance (KYC/AML)Adhering to legal standards such as Know Your Customer and Anti-Money Laundering regulations during account setup and maintenance.
IntermediateAccount Maintenance and Data EntryThe process of accurately updating customer records, account statuses, and personal information in the banking system.
IntermediateFinancial Product KnowledgeIn-depth understanding of banking products, interest rates, service fees, and account terms offered by the institution.