Job Description

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 program whilst ensuring you meet the needs of our customers through promotion of our Channel approach.

• 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 Channel ethos and activity management system.
• Assist with sales campaigns including post sales fulfilment, administration and follow up tasks.
• Adopt a prompt and customer centered response to leads passed from Open24 to maximize new business opportunities from customer base.
• Perform duties in accordance with policies, procedures, whilst living our values and Standards.
• Assist the Branch Lead and wider territory team with key customer relationships.

Required Knowledge, Skills, and Abilities

• Minimum APA in both Loans and Savings & Investments - recognized qualification to permit the discussion of product information and provide advice to customers
• 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