Branch Advisor: Digital Banking & Customer Experience

Rmbwestport; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Branch Advisor FAIS in Dundee. This role aims to deliver exceptional customer service, ensuring clients are educated on self-service options while adhering to organizational policies. Candidates should possess a National Senior Certificate and an NQF qualification in Banking or related fields. The position emphasizes ethical conduct and the ability to adapt to evolving customer needs within a dynamic financial environment.

Qualifications

• Must converse with customers effectively and provide solutions.
• Adhere to Treating Customer Fairly principles.
• Maximize opportunities in customer interactions.

Responsibilities

• Provide a positive customer experience.
• Educate customers about eChannels and Self Service.
• Ensure compliance with business guidelines.

Skills

Customer service skills

Ethical conduct

Sales skills

Adaptability

Education

National Senior Certificate (Matric)

NQF 5 in Banking / NQF6 / Related fields

Job description

A leading financial services provider is seeking a Branch Advisor FAIS in Dundee. This role aims to deliver exceptional customer service, ensuring clients are educated on self-service options while adhering to organizational policies. Candidates should possess a National Senior Certificate and an NQF qualification in Banking or related fields. The position emphasizes ethical conduct and the ability to adapt to evolving customer needs within a dynamic financial environment.