Personal Lending Advisor (Unsecured)

PTSB; Dublin; Hybrid; EUR 32,000 - 42,000; Full time

Job summary

PTSB is expanding its Customer Contact Centre in Blackrock. The Digital & Direct Customer Experience Advisor will join a high‑energy team to deliver best‑in‑class service across inbound, outbound and digital channels, guiding customers through loans, savings and investments with a compliant, right-first‑time approach.

Hybrid options in Ireland are available. The role emphasises CPD development via our Collaborative Customer Conversations program to meet customer needs and support omni‑channel

Qualifications

• APA in Loans and/or Savings & Investments with up-to-date CPD hours for relevant CPD years.
• Strong English language skills verbally and in writing.

Responsibilities

• Provide excellent customer service and advise customers through their financial needs journey where qualified.
• Ensure accuracy with quality focus and right-first-time approach.
• Support customers across inbound, outbound and digital channels.
• Build exceptional customer relationships and meet service level agreements.
• Take ownership and resolve customer queries in a professional, compliant manner.

Skills

English proficiency

Education

APA in Loans or Savings & Investments

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 Digital & Direct Customer Experience Advisor, you will work collaboratively with your team and Team Lead to support the efficient delivery of business objectives and the day to day 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. PTSB are looking for ambitious and self-motivated individuals who are enthusiastic, goal orientated and have a passion for providing `best in class' customer service team that is shaped by and responds the to customer. The successful candidate will be operating in a fast moving environment which requires high levels of energy and motivation in our growing team in our Customer Contact Centre.

Responsibilities

• Work effectively as part of a high performing team delivering excellent customer service and on own iniative.
• Provide an excellent level of customer service and advise our customers throughout their product / financial needs journey where qualified to do so, further improving the customer experience.
• Ensure accuracy by being quality focused and adopt a right first time approach at all times.
• Support and deliver for customers in our inbound, outbound and our digital channels.
• Interact and build exceptional customer relationships providing market leading service that meets the agreed service level agreements.
• Take ownership and deal with customer queries in an effective, professional and compliant manner.

Requirements

• To work with our customers regarding their financial requirements an APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If only one APA in Loans, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I.
• Strong English language skills verbally and written is essential.

This is a permanent role based in Blackrock (Hybrid Options available within Republic of Ireland only).

Is this you?

We reserve the right to draw up a shortlist for interview.

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.