Customer Consultant
Core
Face-to-face and phone customer service role supporting branch operations, identifying needs, and providing tailored financial solutions.
Role type
Customer Consultant (Financial Services)
Builds
Customer relationships and financial wellbeing outcomes
Domain
UK Financial Services / Building Society
Deliverable
client delivery
Required skills
Customer interaction, needs analysis, solution tailoring, record keeping, policy adherence, proactive outreach
Preferred skills
Retail, food & beverage, guest services, or health/care sector experience
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
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