Personal Banker

Isle of Man
Permanent
Our Client seeks a Personal Banker to join their team.
 
Key Responsibilities:
  • Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels - phone, E-mail and face to face, maintaining an exceptional level of customer service when dealing with client queries or taking instructions
  • Build relationships with IPB customers by understanding the customer and servicing the customer needs appropriately
  • Understand and adhere to all IPB service standards, service charter and service level agreements with internal and external clients
  • Maintain awareness of volumes throughout the team, and prioritise work to ensure service levels are attained, supporting colleagues with work allocation and delivery to ensure exceptional team standards of high levels of overall customer service
  • Engage proactively with other departments, keeping up to date with professional reading, completing internal training requirements, attending lunch and learn sessions and pro-actively understanding end to end processes
  • Support Operations to identify and plan continuous improvement and innovation initiatives for and across the teams
  • Maintain an awareness of projects impacting on the IPB Client Services Team, and ensure kept up to date on any system, procedural or other changes arising
  • Adopt a positive attitude to change and be part of the team's engagement to ensure a positive adoption of change related project outputs
  • Review existing client products (reactively) to determine cross sell opportunities and advise of new products to create 'stickiness' through portfolio diversification; Provide referrals to New Business team to support cross sales targets
 
Key Skills & Experience:
  • 5 GCSE's with minimum grade C in both Maths and English Language
  • Ideally have 1-2 years' experience in either a similar Banking/Financial role or has a strong level of customer service experience
  • The ability to handles queries effectively and formulate appropriate responses
  • Able to build rapport with customers using the telephone and email as medium and provide customers with quality service
  • Able to solve problems and queries and make suggestions, related to product or service delivery across multiple query/product types in conversational manner. Ability to hold a conversation, use telephone and the system simultaneously (multi-tasking) while adapting communication style
Your specialist: Debbie Amankwa
Quote job ref: 9224

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.