Customer Experience Champion Navan

PTSB; Navan; On-site; EUR 32,000 - 42,000; Full time

Job summary

PTSB is seeking a Branch Customer Experience Champion in Navan, Ireland, to support day-to-day branch operations and deliver excellent service for customers across in-branch, phone, and face-to-face interactions.

You will promote Omni-Channel banking, develop customer relationships, and drive opportunities while adhering to regulatory standards and the Bank's values.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with CPD up-to-date.
• Leaving Certificate with English and Maths or equivalent, with options to qualify further.
• Demonstrated sales, customer service or clerical experience in a regulated environment.

Responsibilities

• Support day-to-day operation of customer service within the branch.
• Provide excellent customer service and advise on product/financial needs journey, in person or by phone.
• Take ownership of customer queries in a compliant manner.
• Generate and execute sales from qualified leads to fulfilment per Omni-Channel system.
• Assist with sales campaigns including post-sales fulfilment and admin tasks.
• Respond promptly to leads from Open24 to maximise new business opportunities.
• Work with Branch Lead and territory team on key customer relationships.

Skills

QFA/APA in Loans

CPD up-to-date

Interpersonal skills

Sales & customer service

Regulatory compliance

Education

QFA/APA in Loans & S&I

Leaving Certificate (English/Math)

Job description

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch operations in a compliant manner. You will actively develop your skills through participation in our Collaborative Customer Conversations program whilst ensuring you meet the needs of our customers through promotion of our Omni-Channel approach. You will become familiar with the Banks Customer Segmentation Strategy and take part in `in branch' and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers.

Responsibilities

• Support in the day to day operation of customer service within the branch.
• Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions.
• Take ownership and deal with customer queries in an effective, professional and compliant manner.
• Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system.
• Assist with sales campaigns including post sales fulfilment, administration and follow up tasks.
• Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base.
• Perform duties in accordance with policies, procedures, whilst living PTSB's values and Standards.
• Assist the Branch Lead and wider territory team with key customer relationships.

Requirements

Essential

• QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I.
• If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience.
• Strong interpersonal and communication skills with a commitment to providing an outstanding customer experience
• Have significant level of proven sales, customer service or clerical experience in a regulatory compliant environment (where MCC)
• Committed to and enjoys working in a sales environment

Desired

• Excellent knowledge of all retail finance product, processes and procedures
• Significant experience in financial services

This is a Permanent position based in Navan, the Republic of Ireland.

Is this you?

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.