Examples of Processes Handled
Sales
- Handling loan applications – verification
- Handling credit documents – registration, verification, digitization
- Handling contract annexes and supplements
- Processing cost estimates and expert opinions
Customer service
- Handling transaction-related documents
- Handling the complaint process
- Handling agreement terminations
- Handling marketing campaigns and loyalty programs
- Providing logistics services related to the bank’s marketing materials
- Customer satisfaction surveys
Finance
- Registering and digitizing invoices, adjustment notes, payment orders
- Debt collection
HR
- Digitizing HR and payroll-related documentation of the bank’s employees
- Creating e-files and feeding documents on an on-going basis
- Handling non-compensation benefits
- Maintaining relations with authorities (Public Insurance Institution, Tax Office)
Administration
- Rendering secretariat services at the bank’s headquarters
- Performing reception desk processes
- Employment outsourcing
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