Banking Advisor

3 days ago

Dublin, Dublin City, Ireland Sedgwick Ireland Full time
Overview

Talent Acquisition Lead @ Resource Solutions, Sedgwick Ireland. In partnership with our client, a leading provider of personal and business banking services in Ireland, we are seeking a Sales & Customer Advisor. This role is based on-site in their office in Blackrock Co. Dublin.

Contract: 12 months

APA in Loans & Regulations is required for this role.

As a Sales & Customer Experience Advisor, you will work collaboratively with your team and Team Lead to support the efficient delivery of business objectives and the day-to-day operations in a compliant manner. You will actively develop your skills through participation in our Collaborative Customer Conversations program whilst ensuring you meet the needs of our customers through promotion of our Omni-Channel approach.

Your Team

Our focus is to deliver an exceptional Customer experience by blending the most up to date technology with our highly skilled and trained people, through inbound, outbound phone calls and other digital capabilities.

Responsibilities
  • Work effectively as part of a high-performing team delivering excellent customer service and on own initiative.
  • Provide an excellent level of customer service and advise our customers throughout their product / financial needs journey, where qualified to do so, further improving the customer experience.
  • Ensure accuracy by being quality-focused and adopt a right first time approach at all times.
  • Support and deliver for customers in our inbound, outbound and our digital channels.
  • Interact and build exceptional customer relationships providing market leading service that meets the agreed service level agreements.
  • Take ownership and deal with customer queries in an effective, professional and compliant manner.
  • Maximising opportunities to achieve the bank's customer goals and commercial objectives by generating and executing sales from customer leads through holding collaborative customer conversations (where qualified to do so) in accordance with the my client\'s ethos and procedures.
  • Understanding of customers needs, customer segments, products and digital capabilities in order to developing meaningful customer relationships through positive customer engagement interactions.
  • 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 review skills, and be flexible and open to feedback.
  • Be 'risk aware' and contribute to the maintaining of robust risk framework by ensuring your customer interactions are conducted in accordance with legislative, regulatory, policies and offer solutions to customers are appropriate to their needs.
Qualifications
  • To work with our customers regarding their financial requirements, an APA in Loans and Regulations with up-to-date CPD hours for the relevant CPD years.
  • Strong English language skills verbally and written is essential.
  • 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 fast paced customer focused environment.
  • Proactive, forward looking and driven philosophy.
Seniority level
  • Associate
Employment type
  • Contract
Job function
  • Customer Service, Sales, and Administrative
Industries
  • Banking and Financial Services
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