Virtual Personal Banking Advisor
Core
Inbound contact centre role assisting customers with everyday banking needs and recommending relevant products and digital solutions.
Role type
Customer service representative (banking)
Builds
Banking products, services, and digital solutions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Customer service experience, communication skills, relationship building, needs assessment, product recommendation, Microsoft 365 proficiency, AI tool usage
Responsibilities
Resolve customer enquiries, build customer relationships, identify opportunities to recommend banking products and services, provide tailored banking solutions
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