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  2. Telephone banking - Wikipedia

    en.wikipedia.org/wiki/Telephone_banking

    The advent of mobile banking further eroded the use of telephone banking in the 2010s. Operation. To use a financial institution's telephone banking facility, a customer must first register with the institution for the service. They would be assigned a customer number (which is not the same as the account number), and they may be given or set ...

  3. Bank teller - Wikipedia

    en.wikipedia.org/wiki/Bank_teller

    Bank teller. A bank teller (often abbreviated to simply teller) is an employee of a bank whose responsibilities include the handling of customer cash and negotiable instruments. In some places, this employee is known as a cashier or customer representative. [1] Tellers also deal with routine customer service at a branch.

  4. Customer service representative - Wikipedia

    en.wikipedia.org/wiki/Customer_service...

    They may work in an office with a call center or in retail. [1] [2] Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email or text, via live chat, and through social media. [3]

  5. Financial services - Wikipedia

    en.wikipedia.org/wiki/Financial_services

    Provide charge card advances of the bank's own money for customers wishing to settle credit advances monthly. Provide a check guaranteed by the bank itself and prepaid by the customer, such as a cashier's check or certified check. Notary service for financial and other documents; Accepting deposits from customers and providing credit facilities ...

  6. Bank Mandiri - Wikipedia

    en.wikipedia.org/wiki/Bank_Mandiri

    Bank Mandiri is the result of the merger made by Indonesian government from four older government-owned banks that failed in 1998. Those four banks were Bank Bumi Daya, Bank Dagang Negara, Bank Ekspor Impor Indonesia, and Bank Pembangunan Indonesia. During the amalgamation and reorganisation, the government reduced the number of branches by 194 ...

  7. Custodian bank - Wikipedia

    en.wikipedia.org/wiki/Custodian_bank

    A custodian bank, or simply custodian, is a specialized financial institution responsible for providing securities services. It provides post-trade services and solutions for asset owners (e.g. sovereign wealth funds , central banks , insurance companies ), asset managers , banks and broker-dealers .

  8. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    This included embedding sales force automation or extended customer service (e.g. inquiry, activity management) as CRM features in their ERP. Customer relationship management was popularized in 1997, due to the work of Siebel, Gartner, and IBM. Between 1997 and 2000, leading CRM products were enriched with shipping and marketing capabilities.

  9. Standing order (banking) - Wikipedia

    en.wikipedia.org/wiki/Standing_order_(banking)

    Standing order (banking) A standing order (or a standing instruction) is an instruction a bank account holder ("the payer") gives to their bank to pay a set amount at regular intervals to another's ("the payee's") account. The instruction is sometimes known as a banker's order . They are typically used to pay rent, mortgage or any other fixed ...