Branch Experience Leader – Omnichannel & Sales

PTSB; Limerick; On-site; EUR 32,000 - 45,000; Full time

Job summary

PTSB in Limerick seeks a Branch Customer Experience Champion to support daily branch operations and drive customer-centric service. You will work with the Branch Lead to promote an Omni-Channel approach, deliver excellent service, and identify opportunities for new business within the territory.

You will develop skills through the Collaborative Customer Conversations program, ensuring compliance and leveraging promotions to meet customer needs and grow relationships with existing customers.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with up-to-date CPD hours.
• Ordinary Leaving Certificate with required grades or 5+ years post Leaving Certificate experience.
• Strong interpersonal and communication skills with a commitment to outstanding customer experience.
• Experience in sales and customer service within a regulatory compliant environment.
• Committed to and enjoys working in a sales environment.

Responsibilities

• Support day-to-day operation of customer service within the branch.
• Provide excellent level of customer service and advise customers on product/financial needs journey, including face-to-face and phone interactions.
• Take ownership and deal with customer queries in a compliant manner.
• Generate and execute sales from lead to fulfilment in line with Omni-Channel system.
• Assist with sales campaigns including post-sales fulfilment, administration and follow-up tasks.
• Respond promptly to leads from Open24 to maximise new business opportunities.

Skills

Customer service

Sales experience

Communication skills

Regulatory compliance

CPD compliance

Education

QFA or APA in Loans/S&I

Leaving Certificate (LCE)

Tools

Open24

Omni-Channel platform

Job description

PTSB in Limerick seeks a Branch Customer Experience Champion to support daily branch operations and drive customer-centric service. You will work with the Branch Lead to promote an Omni-Channel approach, deliver excellent service, and identify opportunities for new business within the territory.

You will develop skills through the Collaborative Customer Conversations program, ensuring compliance and leveraging promotions to meet customer needs and grow relationships with existing customers.