Applicants for this role will have passed CF1-5 qualifications.
Key accountabilities
•Manage a designated portfolio of customer relationships in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations, and the terms of the service offer. This will be conducted through telephone interactions.
•Review customer needs in order to determine their requirements and assess the need for marketing in line with Private Banking strategy, recommending appropriate products and services to customers to ensure their requirements are met.
•Act as a focal point for customer’s queries and liaise as a matter of urgency with all parts of the Bank’s domestic and international networks to resolve difficulties in order to ensure first class standards of service.
