About the Company
Morgan McKinley's client is one of Ireland's leading retail and SME banks. Their focus is centered on ensuring they deliver what their customers, colleagues, and communities need to be successful.
Your Role as Branch Customer Experience Champion
You will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and day-to-day branch operations in a compliant manner.
Key Responsibilities:
* Support the day-to-day operation of customer service within the branch.
* Provide an excellent level of customer service and advise customers throughout their product/financial needs journey.
* Take ownership and deal with customer queries in an effective, professional, and compliant manner.
* Generate and execute sales from lead (where qualified) to fulfillment in accordance with the Omni-Channel ethos and activity management system.
* Assist with sales campaigns, including post-sales fulfillment, administration, and follow-up tasks.
* Avoid a prompt and customer-centered response to leads passed from the online platform to maximize new business opportunities from the customer base.
* Perform duties in accordance with policies, procedures, while living the bank's values and standards.
Requirements:
* QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years.
* Significant experience in financial services.
* Excellent knowledge of all retail finance products, processes, and procedures.
* Strong interpersonal and communication skills, with a commitment to providing an outstanding customer experience.
* Proven sales, customer service, or clerical experience in a regulatory compliant environment.