Omni-Channel Customer Experience Specialist

PTSB; Wicklow; On-site; EUR 30,000 - 40,000; Full time

Job summary

PTSB is seeking a Branch Customer Experience Champion for our Bray branch to support daily branch operations and deliver exceptional customer service. You will promote our Omni-Channel approach, handle customer queries, and identify new business opportunities while maintaining regulatory compliance.

The role involves in-branch activities, collaboration with the Branch Lead, and participation in Promotional campaigns to drive customer acquisition and deepen relationships with the community.

Qualifications

• Strong interpersonal and communication skills with a commitment to providing an outstanding customer experience
• Proven sales, customer service or clerical experience in a regulatory compliant environment
• Commitment to and enjoyment of working in a sales environment

Responsibilities

• Support day-to-day operation of customer service within the branch
• Provide excellent customer service and advise customers through their product/financial needs journey, both over the phone and face-to-face
• Take ownership of and address customer queries in a professional and compliant manner
• Generate and execute sales from leads to fulfilment in line with Omni-Channel ethos
• Assist with sales campaigns including post-sales fulfilment, administration and follow-up
• Respond promptly to leads from Open24 to maximise new business opportunities from the existing customer base

Skills

Interpersonal skills

Communication skills

Sales experience

Customer service

Clerical experience

Regulatory compliance awareness

Education

QFA or APA in Loans and/or Savings & Investments

Leaving Certificate including English and Maths

Job description

PTSB is seeking a Branch Customer Experience Champion for our Bray branch to support daily branch operations and deliver exceptional customer service. You will promote our Omni-Channel approach, handle customer queries, and identify new business opportunities while maintaining regulatory compliance.

The role involves in-branch activities, collaboration with the Branch Lead, and participation in Promotional campaigns to drive customer acquisition and deepen relationships with the community.