Personal Banking Advisor

Job Purpose

• To delight internal and external customers over the telephone

Key Result Areas

• Interact with customers over the phone to understand their banking needs.
• Provide excellent customer service to achieve customer loyalty.
• Resolve problems over the telephone on the spot.
• Convert sales opportunities in order to meet financial targets.
• Clarify and explain procedures and products over the telephone.
• Capture and report customer feedback towards continual product development.

Operating Environment Framework & Boundaries

• Operates in a call center environment where the interface with customers is over the phone.
• Operates within standard rules & guidelines set by the bank and additional ones set by and unique to the direct banking

Knowledge, Skills, and Experience

• University Graduate (preferably with some finance / banking or math’s component).
• Bilingual
• Very customer focused.
• Excellent communication skills
• Strong listening skills.