PRODUCT KNOWLEDGE AND PROMOTION:

• Educate customers about the bank’s products and services, including savings accounts, loans, mortgages, and investment options.
• Identify opportunities to promote additional products and services based on customer needs, contributing to branch sales targets.
• Distribute promotional materials and inform customers about current offers and campaigns.

QUALIFICATIONS AND EXPERIENCE:

• Educational Requirements: Leaving Certificate or equivalent is required; further education in business or finance is advantageous.
• Experience: Prior experience in customer service or a retail environment is preferred, with experience in the banking or financial services sector being an advantage.
• Technical Skills: Basic computer literacy and familiarity with common office software (e.g., Microsoft Office). Experience with banking software or CRM systems is beneficial.
• Qualified Financial Adviser (QFA) Exams: The successful candidate will need to commit to achieving the QFA designation within 4 years of joining the firm. The business will support the successful candidate financially with study time and exam costs, subject to company policies..

ADDITIONAL REQUIREMENTS:

• Flexibility to work shifts, including weekends and evenings, based on branch operating hours.
• Adherence to the institution’s dress code and professional appearance standards.

JOB PURPOSE:

The Customer Service Advisor is the first point of contact for clients seeking assistance with their banking needs. This role is essential in delivering exceptional customer service, resolving inquiries, and promoting financial products and services. The Customer Service Advisor will ensure a positive customer experience by providing accurate information and efficient solutions while maintaining the institution’s standards of service excellence. This is an entry level position that could lead to Financial Adviser for the right candidate following exam success/certification, ability and experience.

ADMINISTRATIVE DUTIES:

• Assist with administrative tasks, such as updating customer records, filing, and data entry.
• Prepare reports on customer interactions and service metrics for management review.
• Support branch operations by maintaining an organised and efficient workspace.