Customer Experience Champion

PTSBMallow, County CorkFull-time

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 duties in accordance with policies, procedures, whilst living PTSBs values and Standards.
  • Assist the Branch Lead and wider territory team with key customer relationships.
  • Assist with retaining existing business and actively contribute to growing new business across all customer segmentation profiles in line with agreed branch requirements.
  • Perform cash administration duties, promoting, balancing and efficient daily maintenance of ATM/SSBM policies and procedures relevant for your branch location and model.
  • Perform the various roles in the branch on a rotation schedule on an ongoing basis.
  • Maintain knowledge of the regulatory codes and legislation impacting on day to day work.
  • Commit to continuous professional development and agree an annual performance and professional development plan with the manager.
  • Continuously reviews skills, and be flexible and open to feedback

Requirements:

Essential 

  • QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years.
  • 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.
  • Committed to and enjoys working in a sales environment.

Desired

  • Excellent knowledge of all retail finance product, processes and procedures
  • Significant experience in financial services

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