Branch Customer Experience Advocate

PTSB; Limerick; On-site; EUR 28,000 - 40,000; Full time

Job summary

PTSB seeks a Branch Customer Experience Champion in Castletroy, Limerick. You will support daily branch operations, deliver excellent customer service, and promote financial products through omni-channel activities.

You will handle queries professionally, contribute to sales from qualified leads, and participate in promotional campaigns while aligning with the bank's customer segmentation strategy.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with up-to-date CPD hours for relevant CPD years.
• If no APA, must commit to qualifying within 2 years to achieve APA in both Loans and S&I.

Responsibilities

• Support in the day to day operation of customer service within the branch.
• Provide excellent level of customer service and advise customers throughout their product/financial needs journey, both over the phone and face to face.
• Take ownership and deal with customer queries in a professional and compliant manner.
• Generate and execute sales from lead to fulfilment in accordance with omni-channel ethos and activity management system.
• Assist with sales campaigns including post sales fulfilment, administration and follow up tasks.

Skills

Customer service

Sales skills

Collaboration

Omni-Channel experience

Education

QFA or APA in Loans and/or Savings & Investments

Ordinary Leaving Certificate (5 subjects)

Job description

PTSB seeks a Branch Customer Experience Champion in Castletroy, Limerick. You will support daily branch operations, deliver excellent customer service, and promote financial products through omni-channel activities.

You will handle queries professionally, contribute to sales from qualified leads, and participate in promotional campaigns while aligning with the bank's customer segmentation strategy.