Customer Experience Advisor

PTSBBray, WicklowPermanent

Responsibilities:

  • Support in the day to day operation of customer service within the branch. 
  • Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions. 
  • Take ownership and deal with customer queries in an effective, professional and compliant manner. 
  • Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system. 
  • Assist with sales campaigns including post sales fulfilment, administration and follow up tasks. 
  • Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base. 
  • Perform cash administration duties, promoting, balancing and efficient daily maintenance of ATM/SSBM policies and procedures relevant for your branch location and model. 

Requirements:

  • QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I.
  • If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience.
  • Strong interpersonal and communication skills with a commitment to providing an outstanding customer experience
  • Have significant level of proven sales, customer service or clerical experience in a regulatory compliant environment (where MCC)
  • Committed to and enjoys working in a sales environment

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