Josie Panesar Email & Phone Number

Coventry, United Kingdom

Investigating all customer claims fairly and accurately to determine if the client is a genuine victim of fraud.Creating and formulating reports to support the decision to explain to the FOS (Financial Ombudsman Service) in case of customer appeal.Safeguarding customers’ accounts, preventing them from further fraud through gaining customer’s current.

Coventry, United Kingdom

Assisting customers with general queries regarding their Debit Card.Telephony based role.Raising disputes on card payments transactions made on linked accounts, whether fraud or any of the other categories within remit. Such as goods not received, duplicated transactions, disputes with merchants and many other categories.Responsibilities also included.

Coventry, United Kingdom

Control and check incoming complaints to ascertain priority. Prioritising personal day 2 work; audits and customer complaints. Building rapport with clients, minimising client aggravation, exceeding client expectations. Working within confined time scales. Providing necessary education to customers.

Coventry, United Kingdom

Openplan was a savings account created to encourage customers to save money and to assist with keeping the current accounts in the red.Advise customers of their Openplan account requirements. Customer liaison for advice on banking products. Operate banking systems to arrange money transfer and payments. Manage all customer complaints related to Openplan.

Coventry, United Kingdom

Responsible for first point of contact with clients. Servicing of client accounts, providing opportunities for further investments and financial advisement. Arranged team focus meetings and sales agendas to improve team productivity.