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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.
  • Support in the day to day operation of customer service within the branch.
  • Provide an excellent level of customer service, 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.
  • A minimium of 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) 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
  • Committed to and enjoys working in a sales environment
  • Qualified Financial advisor ¿ recognised qualification to permit the discussion of product information and provide advice to customers i.e. QFA, or APA in both Loans and Savings & Investments
  • Actively engaged in Continuous Professional Development & CPD Hours up to date
  • Significant experience in financial services
  • Excellent knowledge of all retail finance product, processes and procedures
This is a Permanent role based in PTSB St. Dublin South Suburbs .
Is this you?
Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application. 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.
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Deadline: 13-04-2024

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