Job Description

To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience, product and legislative requirements.

Qualifications

Type of Qualification: First Degree
Experience Required

• 3-4 years
• Relevant sales and service qualification and experience. Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

Additional Information

Behavioural Competencies:

• Convincing People
• Developing Strategies
• Establishing Rapport
• Generating Ideas
• Meeting Timescales

Technical Competencies:

• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding
• Product Knowledge
• Application & Submission Verification