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Bank at Work Advisor - Dublin South


Bank at Work Advisor - Dublin South

Dublin, Ireland

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Bank at Work Advisor - Dublin South

Dublin | Ireland

Bank of Ireland's ethos is to put the Customer at the centre of everything we do. We strive to consistently deliver this ethos through a relentless focus on relationship management and delivery of an integrated enhanced customer offering through our Advisors.

Purpose of the Role:

This role is key to contributing to the team's success by meeting with customers to explore their current and future financial needs - with particular focus on the following products across - personal loans, credit cards, overdrafts, savings and investments, mortgages (e.g. FTB), insurance, business current account.

The focus of this role is on providing exceptional customer experience, completing high quality financial needs review meetings, and fulfilling those products and services through the prescribed channel (Direct, in branch, etc.). Also, this role plays a key role in supporting the business development activities in the team (e.g. supporting event management, securing customer meetings, proactive customer calls, etc.).

What is the Opportunity?

This is a fantastic opportunity to join a dynamic Team that works with our Bank at Work network of clients. There is an opportunity for the successful candidate to enhance their own experience in networking and building on their capabilities to be able to on-board new companies within the area.

Key Accountabilities:

  • Provide quality service to customers in each interaction.
  • Actively migrate transactions to appropriate self-service, on line and B365 delivery channels.
  • Play a key role in ensuring that Bank of Ireland is the leading provider in the local market.
  • Proactive recognition and referral of new business and sales via Sales Excellence as well as actively pursue cross sales of Bank and Group products to meet weekly activity.
  • Provide team support on an on-going basis and proactively participate in all team sessions where required.
  • Maintain high standards in lending while achieving credit growth and ensure compliance with all regulatory requirements in all customer interactions.

Essential Qualifications:

  • Minimum of 5 passes (minimum Grade D) in Ordinary Level Leaving Certificate subjects, including Maths and English, or equivalent or superseding qualification.
  • Minimum Competency Code (MCC) applies to this role therefor QFA or APA Loans, Regulations, Savings & Investments is the required qualification.

Essential Skills and Experience:

  • Strong customer focus and a proven commitment to the customer excellence standards at all times.
  • Proven track record in Regulatory and Operational requirements.
  • Proven track record in identification of Sales Leads and Referrals.
  • Self-motivated with demonstrated drive and enthusiasm.
  • Good networking and presentation skills
  • Strong interpersonal skills and communication skills.

Key Competencies:

  • Customer Focused - Self
  • One Group, one team - Self
  • Agile - Self
  • Accountable - Self
  • Champion Transformation - Self

Bank of Ireland Group is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.

Closing date: Aug 22, 2019
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