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Customer Service Officer, Swansea
- UK - South Wales - Swansea
- £11750 - £16050 per annum + Benefits
- Full-Time Permanent
- Banking - Retail Banking
- Hays Banking
- 28-11-08
Job Description
Purpose of Role
To provide face-to-face transactional banking service within the branch providing world class service and generating sales and referrals.
Activities
- Be the first point of contact for customers in the branch in order to deal with and action either a range of general banking/account enquiries/concerns and/or specific service/product enquiries
- Follow security protocol to identify customer
- Identify where the Bank can help the customer (and directing them on to the appropriate service area when they cannot assist)
- Pursue potential sales leads
- Contact customers to discuss opportunities to help them and arrange appointments
- Update customer file and/or diary system after each action
- Action postal/fax/e-mail correspondence where necessary
- Prepare batches of work for processing off-site
- Liase with and/or refer calls to other internal departments/external parties where necessary
- Sales Lead Generation rates (either from live leads or system prompts)
- To log/deal with set number of customer concerns weekly
- To balance daily (for those involved in cashiering duties)
- Adherence to compliance procedures
- Where appropriate - to book a set number of appointments Where appropriate balance cash at end of day
There is no financial or people management responsibility associated with this role.
To provide face-to-face transactional banking service within the branch providing world class service and generating sales and referrals.
Activities
- Be the first point of contact for customers in the branch in order to deal with and action either a range of general banking/account enquiries/concerns and/or specific service/product enquiries
- Follow security protocol to identify customer
- Identify where the Bank can help the customer (and directing them on to the appropriate service area when they cannot assist)
- Pursue potential sales leads
- Contact customers to discuss opportunities to help them and arrange appointments
- Update customer file and/or diary system after each action
- Action postal/fax/e-mail correspondence where necessary
- Prepare batches of work for processing off-site
- Liase with and/or refer calls to other internal departments/external parties where necessary
- Sales Lead Generation rates (either from live leads or system prompts)
- To log/deal with set number of customer concerns weekly
- To balance daily (for those involved in cashiering duties)
- Adherence to compliance procedures
- Where appropriate - to book a set number of appointments Where appropriate balance cash at end of day
There is no financial or people management responsibility associated with this role.
- Rhys Thomas
- 00191297
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