Branch Customer Experience Specialist: Growth & Service

PTSB; Dublin; On-site; EUR 28,000 - 38,000; Full time

Job summary

PTSB is seeking a Branch Customer Experience Champion in Dublin to support daily branch operations and help deliver business objectives within a compliant framework. You will engage customers face-to-face and via phone, guiding them through their financial needs and promoting our Omni-Channel approach.

The role emphasizes strong interpersonal and communication skills, delivering outstanding customer service, and contributing to new customer acquisition while maintaining relationships with

Qualifications

• QFA or APA in Loans and/or Savings & Investments with up-to-date CPD hours for relevant CPD years.
• If no APA held, or only one APA in Loans or S&I held, must commit to qualifying within 2 years to achieve APA in both Loans and S&I.
• Strong interpersonal and communication skills with a commitment to outstanding customer experience.
• If no APA held, must meet minimum entry requirements of Leaving Certificate with five subjects including English and Maths or 5+ years post Leaving Certificate experience.
• Significant level of proven sales, customer service or clerical experience in a regulatory compliant environment.

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, in person or over the phone.
• Take ownership of customer queries and resolve in a professional, compliant manner.
• Generate and execute sales from qualified leads to fulfilment in line with Omni-Channel approach.
• Assist with sales campaigns including post-sales fulfilment, administration and follow-up tasks.

Skills

Interpersonal skills

Communication skills

Customer service orientation

Sales experience

Regulatory compliance awareness

Education

QFA or APA in Loans & Savings & Investments

Ordinary Leaving Certificate with English & Maths

Job description

PTSB is seeking a Branch Customer Experience Champion in Dublin to support daily branch operations and help deliver business objectives within a compliant framework. You will engage customers face-to-face and via phone, guiding them through their financial needs and promoting our Omni-Channel approach.

The role emphasizes strong interpersonal and communication skills, delivering outstanding customer service, and contributing to new customer acquisition while maintaining relationships with