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R3182
Position - Customer Adviser - Girvan, Scotland
Working effectively with the branch team to build stronger and more profitable relationships with our customers, through the sale of products that meet our customers’ needs and excellent customer service.
Requirements
You will have customer service experience and be comfortable working with targets. Idealy, you will have worked in the financial products industry i.e. mortgages, loans, credit cards etc however this not essential. Many successful Customer Advisers have come from mobile phone, retail or contact centre roles.
The Individual
Must have/had similar experience with another Financial institution.
This is a part-time role and various part-time hours will be considered.
Responsibilities
• Conduct structured Personal Review interviews (face-to-face or by telephone) with customers to review their financial position and needs
• Identify sales, cross-sales and referral opportunities from their interviews
• Provide customers with ideas/options/advice on financial products and services that are directly relevant to their needs.
• Be pro-active in the branch during down-time; greeting customers in the Branch to assist them with their general needs with a view to identifying sales opportunities
• Deal with incoming customer queries on the telephone or in the branch
• Manage their diary – ensure they maintain a full diary of appointments or contacts to make with customers • Generate leads through telephoning customers (‘warm’ calling)
• Check quality and potential of the referred customers prior to the customer meetings (using data held on internal data-base).
• Maintain their knowledge of the Bank’s range of personal products and services (largely loans and mortgages)
• Ensure their paperwork is kept up-to-date – e.g. faxes, referral of leads, logging concerns, completing applications, monitoring progress of applications on behalf of customer, managing their customer pipeline (e.g. future needs)
• Monitor own sales performance at regular intervals in a day Working effectively with the team
• Coach and work with CSOs, receptionists and dedicated Prospectors to enhance their ability to develop leads and increase the quality and volume of referrals
• Take leading role in the weekly Branch huddle
• Attend daily preview/review CA team meeting and share knowledge
• Consistently follow the Bank’s key control, credit, cash, fraud and other operational processes
£15619.00 p/a
Gary Gove
Always mention ujob.co.uk when applying by phone or post !
08707668565
Scottish Borders
Banking Insurance Finance
CFP-Jobs
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