Personal Banker

Executive Mandate Specification

Job description

Candidates from banking & financial sectors. Ex-bankers, Customer Service in Bank.

Roles & Responsibilities

• Support customers with a wide range of enquiries on products and services, understanding what is important and refining the service to suit and compliment their needs.
• Be the customers first point of contact, which means you're there, not just to deliver on their expectations, but always aiming to exceed them
• Communicating with customers through inbound and outbound calls
• Develop your knowledge of products and services so that you can provide tailored advice and insight to customers
• Have a responsibility to continually challenge and identify ways to improve customer's experience, using your initiative to suggest effective solutions
• Ensure customers receive the highest level of service
• Managing your own workload
• Maintaining a detailed knowledge of the financial services product range

· Ensure appropriate documentation related to KYC from the client and ensure all aspects of client records and documentation are completed and updated

· Knowledge of banking and credit products desirable

·Previous Experience within Isa's Required

• Identifying any possible complaints, resolving them as swiftly as possible
• Liaison with different departments within the bank & the service provider to provide timely & accurate resolution to the customer
• Administration duties as required

Experience : 2 to 4 years
Location : Belfast City Centre / Office Based Role.

HCL_BSERV

Job Types: Full-time, Permanent

Salary: £27,000.00-£29,000.00 per year

Benefits:

• Casual dress
• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Flexitime
• Gym membership
• Life insurance
• Private dental insurance
• Referral programme
• Wellness programme
• Work from home

Schedule:

• 8 hour shift

Experience:

• ISA or Bonds: 1 year (required)

Work Location: One location

Reference ID: PBCYN

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship