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Position: Customer Service Advisor
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Sales Support
Salary: £21000 per Annum
Customer Advisor
Location: Bournemouth
Salary: £15,000 - £21,000
This is a fantastic opportunity to develop a career working effectively with in the branch team of a National Bank to build stronger and more profitable relationships with our customers, through the sale of products that meet our customers' needs and excellent customer service
Duties and 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.
Consistently follow the Bank's key control, credit, cash, fraud and other operational processes.
Skills and Qualifications:
To shine in this role you will need excellent customer service skills and be comfortable working to targets.
Ideally, you will have worked in the financial products industry although previous face to face sales positions will also be an advantage
Experience in dealing with a wide range of people in a customer service / retail environment.
Effective communication skills.
Ability to work both as part of a team and on your own, to adapt to new situations and use initiative.
Strong planning and organising skills.
Ability to encourage and motivate yourself and others.
Highly positive, resilient and persistent attitude.
Basic PC skills.
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 26 May 2011
