Omni-Channel Branch Experience Advisor

PTSB; Navan; On-site; EUR 30,000 - 42,000; Full time

Job summary

PTSB is seeking an Branch Customer Experience Champion to support daily branch operations and deliver excellent customer service. You will promote our Omni-Channel approach and engage with customers to understand and fulfill their financial needs.

You will collaborate with the Branch Lead, participate in local promotional activities, and focus on building relationships to increase new business while maintaining existing customer satisfaction.

Qualifications

• QFA or APA in Loans and/or Savings & Investments with CPD hours up to date.
• If no APA, must commit to qualifying in 2 years in both Loans and S&I.
• Ordinary Leaving Certificate with passing grades can qualify for entry.

Responsibilities

• Support day-to-day operation of customer service within the branch.
• Provide excellent customer service and advise customers on product/financial needs, both over the phone and face-to-face.
• Take ownership of customer queries in a compliant and professional manner.
• Generate and execute sales from qualified leads to fulfilment in line with Omni-Channel.
• Assist with sales campaigns including post-sales fulfilment and administration.

Skills

Interpersonal skills

Communication skills

Customer service

Omni-Channel

Education

QFA or APA in Loans/S&I

Leaving Certificate (Ordinary/Higher)

Job description

PTSB is seeking an Branch Customer Experience Champion to support daily branch operations and deliver excellent customer service. You will promote our Omni-Channel approach and engage with customers to understand and fulfill their financial needs.

You will collaborate with the Branch Lead, participate in local promotional activities, and focus on building relationships to increase new business while maintaining existing customer satisfaction.