Customer Service Representative
Job Description
As a Customer Banking Specialist, you will be responsible for delivering exceptional customer experiences in our branch. You will work collaboratively with your Branch Manager and colleagues to build strong relationships with customers and provide holistic solutions to their banking needs.
We're looking for individuals who have the ability to ask the right questions, find the right solutions, and act with integrity while placing the customer at the centre of everything they do.
Key Responsibilities:
* Build a personal connection with customers through meaningful conversations
* Work with customers to help them use our in-branch technology and digital banking options
* Ask about and respond to customers' transactional needs in the branch, ensuring they leave satisfied
* Complete Financial Health Checks to assess customers' financial needs and identify any changes
* Perform interviews and process applications for personal loans, credit cards, and associated products
* Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a specialist
* Adhere to the Bank's processes and procedures, including accurately reconciling transactions and reviewing customers' financial positions
* Engage with customers by participating in community events and fundraising activities
We're looking for individuals who have:
* A passion for service excellence and the ability to work independently while referring customers to other specialist team members when needed
* An understanding of the commercial and driven retail environment and the ability to see the big picture for customers and provide holistic solutions
About Us
We are committed to delivering exceptional customer experiences and providing holistic solutions to our customers' banking needs.