§ Handling customer complaints, providing information about products and services, referring customers to supervisors when necessary and reviewing/making changes to the accounts of customers § Processing the payments customers. § Ensuring customer queries are answered to their satisfaction. § Using computerized systems to access the details of customers. § Promoting certain financial products and services. § Handling customer complaints or handing them over to a supervisor. § Referring customers to individuals qualified to offer and sell regulated financial products.
2011
