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Customer Advisor - Dublin North

Job description

Bank of Ireland`s ethos is to put the Customer at the centre of everything we do. We strive to consistently deliver this ethos through a relentless focus on relationship management and delivery of an integrated enhanced customer offering through our Advisors.

Purpose of the Role:

This role is key to contributing to the team`s success by meeting with customers to explore their current and future financial needs - with particular focus on the following products across - personal loans, credit cards, overdrafts, savings and investments, mortgages (e.g. FTB), insurance, business current account.

The focus of this role is on providing exceptional customer experience, completing high quality financial needs review meetings, and fulfilling those products and services through the prescribed channel (Direct, in branch, etc.). Also, this role plays a key role in supporting the business development activities in the team (e.g. supporting event management, securing customer meetings, proactive customer calls, etc.).

Key Responsibilities:

  • Provide quality service to customers in each interaction
  • Actively migrate transactions to appropriate self-service, on line and B365 delivery channels
  • Play a key role in ensuring that Bank of Ireland is the leading provider in the local market
  • Ensure familiarity with bank`s sales process
  • Proactive recognition and referral of new business and sales via Sales Excellence
  • Actively pursue cross sales of Bank and Group products to meet weekly activity
  • Provide team support on an on-going basis
  • Proactively participate in all team sessions where required
  • Keep up to date and manage regulatory, operational and administrative procedures
  • Maintain CPD requirements per regulatory obligations
  • Ensure compliance with all regulatory requirements in all customer interactions
  • Maintain high standards in lending while achieving credit growth
  • Keep up to date on credit policy

Essential Qualifications:

  • Educated to minimumlevel 5 Leaving Certificate or equivalent
  • Minimum Competency Code (MCC) applies to this role.
    • QFA or
    • APA Loans, Regulations, Savings & Investments

Essential Skills & Experience

  • Strong customer focus and a proven commitment to the customer excellence standards at all times
  • Proven track record in Regulatory and Operational requirements
  • Proven track record in identification of Sales Leads and Referrals
  • Self-motivated with demonstrated drive and enthusiasm

Published at

16-06-2019

Extra information

Location
Dublin
Full UK/EU driving license preferred
No
Car Preferred
No
Cover Letter Required
No

Dublin | Dublin

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