Customer Service Consultant
Core
Support branch operating hours by engaging customers face-to-face, virtually, and via outbound contact to understand their needs and provide tailored financial solutions.
Role type
Customer Service Consultant (Financial Services)
Builds
Customer relationships and financial product adoption for a building society
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Customer interaction, needs analysis, solution tailoring, record maintenance, policy adherence, proactive outreach
Preferred skills
Experience in retail, food & beverage, guest services, or health/care sectors
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
