Client Outreach & Acquisition

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  Actively promote and market the institution’s financial products in communities.

  
  


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  Identify and recruit new clients to expand the customer base.

  
  

Deposits & Loan Collections

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  Collect daily/weekly savings and loan repayments from clients at their business locations.

  
  


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  Issue receipts and ensure accurate record-keeping of all transactions.

  
  

Financial Education & Advisory

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  Educate clients on proper savings habits, loan repayment, and financial discipline.

  
  


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  Provide guidance on suitable financial products based on client needs.

  
  

Record Keeping & Reporting

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  Maintain up-to-date client records, passbooks, and account information.

  
  


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  Submit daily reports on collections, deposits, and client activities to management.

  
  

Customer Relationship Management

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  Build and maintain strong relationships with clients to ensure trust and loyalty.

  
  


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  Address client inquiries and resolve concerns in a professional manner.

  
  

Compliance & Confidentiality

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  Ensure all transactions comply with organizational policies and regulatory standards.

  
  


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  Safeguard client funds and maintain confidentiality of client information.