Branch Customer Experience Pro - Omni-Channel

PTSB; Castlebar; On-site; EUR 28,000 - 36,000; Full time

Job summary

PTSB in Castlebar is hiring a Branch Customer Experience Champion to support daily operations and deliver outstanding customer service. You will advise customers through their financial journey, both in person and by phone, while promoting our Omni-Channel approach.

The role focuses on building relationships, driving new business opportunities, and working with the branch team to meet objectives in a compliant environment. This is a permanent onsite position at the Castlebar branch.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with up-to-date CPD hours for relevant years.
• If no APA, must commit to qualifying in 2 years for APA in both Loans and S&I.
• Ordinary Leaving Certificate with five subjects including English and Maths or 5+ years post Leaving Certificate experience.

Responsibilities

• Support day-to-day operation of customer service within the branch.
• Provide excellent customer service and advise customers through their product/financial needs journey, both over the phone and face to face.
• Take ownership and deal with customer queries in a compliant manner.
• Generate and execute sales from leads to fulfilment in line with Omni-Channel approach.
• Assist with sales campaigns including post-sales fulfilment, admin and follow-up tasks.
• Prompt, customer-centered response to leads from Open24 to maximise opportunities.

Skills

Customer service

Sales experience

Regulatory compliance

Communication skills

Education

QFA/APA in Loans & S&I

Leaving Certificate

Tools

Open24

Job description

PTSB in Castlebar is hiring a Branch Customer Experience Champion to support daily operations and deliver outstanding customer service. You will advise customers through their financial journey, both in person and by phone, while promoting our Omni-Channel approach.

The role focuses on building relationships, driving new business opportunities, and working with the branch team to meet objectives in a compliant environment. This is a permanent onsite position at the Castlebar branch.