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Sales and Service Banking Consultant
3 weeks ago
As a banking consultant, you will deliver exceptional levels of sales and service to customers via face-to-face interaction and inbound & outbound calls with everyday banking enquiries, account openings and/or processes while balancing team, customer, risk and performance outcomes.
You will be part of a team that values digital empowerment & digital fluency; we help customers transition to a more convenient banking experience by giving them confidence in using digital banking options. We are committed to a future-forward culture, blending personal relationships with cutting-edge digital solutions.
- Key Responsibilities:
- Deliver customer-obsessed service that drives customer satisfaction and first call resolution
- Provide timely and accurate information on everyday banking enquiries, account openings and processes via telephone and/or online channels
- Support and educate customers on how to use our digital platforms for personal banking, empowering them to self-serve with online banking features
- Provide support for digital onboarding processes, ensuring a seamless experience for new customers to make the most of their banking
- Demonstrate the ability to listen, build trust and ask the right questions to exceed customers' expectations and improve customer outcomes, resulting in strong NPS outcomes
- Contribute to a team culture that is balanced across people, customer, risk, and performance
To grow and be successful in this role, you will ideally bring the following:
- Experience in delivering high-quality customer experience
- Comfortable with digital customer service platforms to assist customers in real-time
- Ability to navigate and troubleshoot common digital banking applications and mobile services with customers
- Understanding of digital verification and ID validation systems used in customer onboarding
- Proficiency in digital payment technologies, such as mobile wallets and online payments
- Ability to handle and assist with digital banking queries, empowering customers to manage their accounts online