Customer Service Consultant
Core
Part-time Customer Service Consultant supporting branch operations by engaging customers face-to-face, virtually, and via outbound contact to understand needs and provide tailored financial solutions.
Role type
Customer Service Consultant (Financial Services)
Builds
Customer relationships and financial product adoption
Domain
Financial Services / Building Society
Deliverable
client delivery
Required skills
Customer engagement, needs analysis, solution tailoring, record keeping, policy adherence, proactive outreach
Responsibilities
Welcome customers in-branch and over the phone, uncover customer needs through insightful questions, listen to circumstances and offer personalized solutions, proactively reach out to customers via phone, maintain accurate customer records, adhere to policies and standards