Insurance & Deposit Advisor — Hybrid, Training & Growth

PTSB; Dublin; Hybrid; EUR 32,000 - 46,000; Full time

Job summary

PTSB in Ireland invites applications for an Insurance & Deposit Advisor in our Customer Contact Centre. You will provide advice and day-to-day transactional support to customers across deposit and home insurance products, helping them achieve their financial goals through inbound and outbound calls.

Full training will be provided, and we support your progression toward professional qualifications to advance your banking career.

Qualifications

• The candidate should hold a professional qualification in banking or finance (APA in Loans/Investments or QFA).

Responsibilities

• Support customers with day-to-day deposit and home insurance needs.
• Respond to queries regarding everyday banking services.
• Build relationships with customers and partners within service level agreements.
• Provide product and service advice that meets customers' financial needs.
• Conduct outbound calls to discuss options with existing deposit and new home insurance customers.
• Work both in a team and independently.

Education

APA in Loans/Investments or QFA

Job description

PTSB in Ireland invites applications for an Insurance & Deposit Advisor in our Customer Contact Centre. You will provide advice and day-to-day transactional support to customers across deposit and home insurance products, helping them achieve their financial goals through inbound and outbound calls.

Full training will be provided, and we support your progression toward professional qualifications to advance your banking career.