Job Description

• In this role you’ll be integral in guiding and supporting people and families to thrive through meeting their financial needs and goals
• You’ll proactively support customers, helping them realize the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection
• With no two days the same, you can expect lots of variety as you help us deliver a banking service that’s beyond what’s expected
• You’ll be in the perfect place to build great relationships and promote the benefits of alternative services to simplify and enhance customers banking experience.
• You'll act as a trusted expert, proactively providing them with the knowledge they need to make the most of their money and making sure they're fully informed when it comes to the products and services we offer.
• Meeting and supporting customers via video banking from home or face to face in a branch
• Conducting financial health checks and reviewing customer accounts
• Identifying products and services that are right for our customers, helping them to make the most of their money and savings
• Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection
• Completing outbound care calls to customers to grow and maintain the relationship

Hours

• Full time – 35hrs
• Flexibility to work hours between 08:00 - 20:00

Required Knowledge, Skills, and Abilities

• Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction
• The ability to build rapport and trust with customers in both face to face and virtual environments and provide them with the right options for their circumstances
• Excellent communication and interpersonal skills with a genuine interest building relationships
• Excellent planning and organizational skills