Customer Specialist - Chartwell

at  ASB Group

• Salary range: $61 700 - $68 934 - $79 274 per annum, depending on experience and skills.
• Hours: This is a full-time position working 40 hours per week, on a fully flexible roster including weekends.

SUMMARY OF KEY JOB RESPONSIBILITIES:

• Use knowledge of the products and services that ASB offers to handle any customer enquiries or complaints.
• Receive and process over the counter banking transactions, including the receipt, and processing of banking transactions and reconciliation of cash along with processing of bulk transactions within branches.
• Maintain and service customers accounts including but limited to opening and closing of accounts and customer account maintenance
• Support the servicing, balancing, and operating of the branch automated technology.
• Look after the customer core banking needs at the branch, including explaining and recommending the core products and services ASB offers.
• Identify customers individual banking needs and offer specialist services and products or refer to appropriate ASB financial services team.
• Provide support for Personal Banker or Consultant, when required.
• Support customer service officers with processing branch transactions and balance and service the automated technology in the branch along with completing operational duties of the branch as required.
• Acquire new business through walk-ins and phone-ins, referrals or campaign generated leads, proactive referrals within the branch network or One Team referrals.
• Complete branch reports ensuring that I have knowledge of the audit requirements
  Ō pūkenga | About you:
  We are looking for individual who can build relationships, learn fast, respond quickly, and are passionate about providing memorable customer experiences. Your ability to educate customers on our digital and self-service channels will be both rewarding and satisfying. Confidence in learning our offerings and asking the right questions will ensure you are tailoring personalised solutions for customers.

TO BE SUCCESSFUL IN THIS ROLE YOU WILL HAVE:

• Minimum 2-3 years’ experience in a frontline role in the banking environment.
• Formal sales courses or programmes, e.g., Unbeatable Conversations and Customer Ready workshop.
• A NZQF Level 4 or higher qualification in Business Management would be an added advantage.
• Strong product knowledge to be able to answer all types of customers enquires or refer specialised customer needs to the most convenient channel.
• A full understanding of the branch operation and audit requirements.
• Knowledge and skills to maintain Branch automated technology.
• Understanding of fundamental investments (including KiwiSaver) personal lending products and procedures