Branch Experience Leader — Customer Success & Sales

PTSB; Dublin; On-site; EUR 45,000 - 60,000; Full time

Job summary

PTSB in Ireland is seeking a Branch Senior Customer Experience Champion for the Dublin region. You will work with the Branch Lead to drive branch objectives, ensure compliant operations, and promote an Omni-Channel customer journey.

Training includes participation in the Blackbelt program to enhance engagement and sales across channels. You will develop expertise in customer segmentation and take part in local promotions to grow new business while maintaining strong relationships with existing

Qualifications

• QFA or APA in Loans and Savings & Investments with up-to-date CPD hours for relevant CPD years.
• Active engagement in Continuous Professional Development.
• Strong interpersonal and communication skills with dedication to outstanding customer experience.
• Significant proven sales, customer service, or clerical experience in a regulatory compliant environment.
• Committed to and enjoys working in a sales environment.

Responsibilities

• Coordinate Branch plans and ensure Branch activities are actioned.
• Coach Branch Colleagues to embed Blackbelt learnings and enhance customer engagement across channels.
• Ensure compliance focus and lead by example with right first time principles.
• Support day-to-day operation of customer service within the branch.
• Provide excellent customer service and advise customers across product/financial needs journey.
• Own and resolve customer queries professionally and compliantly.
• Generate and execute sales from lead to fulfilment in line with Omni-Channel ethos.
• Assist with sales campaigns including post-sales fulfilment, administration and follow-up tasks.
• Respond promptly to leads from Open24 to maximise new business opportunities.

Education

QFA or APA in Loans and Savings & Investments

Continuous Professional Development (CPD)

Strong interpersonal & communication skills

Sales/customer service experience in regulated environment

Commitment to sales

Job description

PTSB in Ireland is seeking a Branch Senior Customer Experience Champion for the Dublin region. You will work with the Branch Lead to drive branch objectives, ensure compliant operations, and promote an Omni-Channel customer journey.

Training includes participation in the Blackbelt program to enhance engagement and sales across channels. You will develop expertise in customer segmentation and take part in local promotions to grow new business while maintaining strong relationships with existing