Customer Service Consultant
Core
Face-to-face and phone-based customer service role supporting savings products and financial services at branch locations.
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 interaction, needs analysis, solution tailoring, record keeping, policy adherence, proactive outreach
Responsibilities
Welcome customers in-branch and over the phone, uncover customer needs through questioning, listen to circumstances and offer personalized solutions, proactively reach out to customers via phone, maintain accurate customer records, adhere to policies and standards