Branch Advisor: Elevate Customer Experience & Digital Banking

Spane4all; Dundee; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial solutions provider in Dundee seeks a Branch Advisor to enhance customer experience through effective communication and product knowledge. The role requires a National Senior Certificate (Matric) and an NQF qualification in Banking or related fields. Successful candidates will focus on identifying customer needs, optimizing digital channels, and adhering to compliance standards. This position offers a unique opportunity to grow in a supportive environment committed to development.

Qualifications

• Must have a National Senior Certificate (Matric).
• NQF 5 in Banking or related field is required.

Responsibilities

• Provide a positive customer experience.
• Educate customers on eChannels and self-service.
• Sell and cross-sell products aligned to customer needs.
• Adhere to Treating Customer Fairly (TCF) principles.
• Ensure compliance with policies and processes.

Skills

Customer service skills

Communication skills

Product knowledge

Sales skills

Education

National Senior Certificate (Matric)

NQF 5 in Banking / NQF6 / Related fields

Job description

A financial solutions provider in Dundee seeks a Branch Advisor to enhance customer experience through effective communication and product knowledge. The role requires a National Senior Certificate (Matric) and an NQF qualification in Banking or related fields. Successful candidates will focus on identifying customer needs, optimizing digital channels, and adhering to compliance standards. This position offers a unique opportunity to grow in a supportive environment committed to development.