Customer Service Consultant
Core
A customer service consultant supporting branch operations by engaging customers to understand their needs and providing tailored solutions for savings, products, and services.
Role type
Customer Service Consultant (Financial Services)
Builds
Customer relationships and financial solutions for building society members
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 organizational policies and standards
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