Role Summary
This is a Branch Customer Experience Champion role at PTSB, where 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.
About Us
PTSB is one of Ireland's leading retail and SME banks, offering an innovative range of products and services through an evolving digital landscape. Our focus is on delivering what our customers, colleagues, and communities need to be successful.
Main Responsibilities
* Support the day-to-day operation of customer service within the branch.
* Provide excellent customer service and advise customers throughout their product/financial needs journey, improving the customer experience with both 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 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.
Requirements
* QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant years.
* If no APA held, or only one APA in Loans or S&I held, commit to qualifying within a 2-year period to achieve APA in both Loans and S&I.
* Signedificant 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.
* A significant level of proven sales, customer service, or clerical experience in a regulatory compliant environment.
* Committed to working in a sales environment.
About the Role
This is a permanent role based in PTSB Mullingar. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies, and abilities to work collaboratively and enhance the service we provide to all customers and communities.