Tutorial Menjadi CS dan Teller Pada Bank Syariah

Summary

The video provides a step-by-step demonstration of opening a bank account and conducting basic customer service procedures. It begins with greeting the customer, taking their queue number, and guiding them through initial interactions, including requesting identification and explaining account options. The process covers filling out forms, verifying identity, processing deposits, and issuing receipts. Additionally, it highlights proper customer service etiquette, such as polite communication, offering further assistance, and concluding the interaction with a friendly farewell. Overall, the video serves as a practical guide for both new account setup and delivering professional, courteous service in a banking environment.

Takeaways

• 😀 The interaction begins with a greeting and an offer to assist the customer.
• 😀 The customer expresses a desire to open a new bank account and is given a queue number.
• 😀 Customer service follows a structured procedure, including specific hand gestures as part of the training or protocol.
• 😀 The CS greets the customer politely, introduces themselves, and invites the customer to sit down.
• 😀 The CS asks for the customer's purpose and verifies their identity using an ID card.
• 😀 A form or slip is provided to the customer to record necessary details like name, date of birth, and type of account to open.
• 😀 The CS explains account options and helps the customer choose the appropriate product for their needs.
• 😀 After confirming the customer's identity and details, the CS processes the account creation and the initial deposit.
• 😀 The CS checks the cash slip, records the deposit, and ensures the customer's balance is updated.
• 😀 The interaction concludes with the CS offering further assistance, returning documents, and a polite farewell.

Q & A

What is the first step a customer service (CS) representative should take when a customer approaches?

The CS representative should greet the customer politely and introduce themselves.

How does the CS guide the customer after greeting?

After greeting, the CS invites the customer to sit down and asks for the purpose of their visit.

What documents are required from the customer to open a new account?

The customer needs to provide an identity card and, if applicable, a savings book or other required documents.

What is the purpose of the slip provided to the customer during account opening?

The slip is used to record the customer's personal details, account type, and initial deposit information for account creation.

What types of accounts are mentioned in the transcript?

The transcript mentions products such as easy status accounts and other accounts intended for saving purposes only.

How does the CS verify the customer's identity?

The CS checks the customer's identity card and details to ensure correctness before processing the account.

What actions are taken after the initial deposit is received?

The CS processes the deposit, updates the account balance, and returns the customer's identity card and savings book.

How does the CS ensure the customer is satisfied before concluding the interaction?

The CS offers further assistance by asking if there is anything else they can help with and confirms that the customer’s balance has increased correctly.

What is the role of the queue number in the service process?

The queue number is called by the CS to organize and serve customers in order.

What are some key customer service etiquette practices mentioned in the script?

Key practices include greeting the customer, introducing oneself, inviting the customer to sit, verifying identity, processing transactions carefully, and concluding with polite closing gestures such as saying goodbye or shaking hands.