KBC - Personal Banking Executive - Baggot St.

Dublin City Centre
04 Sep 2019

Provide sales, advisory and customer service to KBC customers in a busy enviroment

Job Title: Personal Banking Executive

Reporting to: Retail Hub Manager

Contract Status: Permanent

Department: Retail Banking - Distribution

Location: KBC Hub, Baggot Street, Dublin 2

The Role:

The Personal Banking Executive will provide a high quality customer centric service to customers delivering outstanding sales performance and customer loyalty.

Key Duties & Responsibilities:

  • Provide high quality face-to-face customer centric service to direct retail customers.
  • Provide a comprehensive and professional selling, advisory and delivery service to customers.
  • Convert enquiries into sales opportunities and ensure the highest service level throughout the process.
  • Generate retail cross sales leads.
  • Operate to monthly, quarterly and yearly sales targets.
  • Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail.
  • Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks.
  • Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable.

Knowledge, Education & Experience:

  • The successful candidate will typically have 2-3 years' experience within a similar environment.
  • Relevant third level qualification or professional equivalent.
  • QFA qualified, or a minimum of APA in Loans and Regulations and committed to further continuous development

Essential Skills & Abilities:

  • Previous financial services sales experience, preferably with sales experience within Deposits, Mortgage Sales and Insurance.
  • Strong communication skills with an ability to deal with all levels in a confident and professional manner.
  • Strong Customer centric focus.
  • Must have a very flexible approach to work and be confident working in a fast moving, exciting environment.
  • Be a proactive team player who is motivated by achieving targets.

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