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Sales & Customer Advisor

Advise customers on financial products and support their banking needs effectively
Dublin
2 days ago
EFI Global

EFI Global

A consulting firm specializing in forensic engineering, environmental, fire investigation, and failure analysis services.

1 Similar Job at EFI Global

Sales & Customer Advisor

EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients' expectations—anywhere.

In partnership with our client, a leading provider of personal and business banking services in Ireland, we are seeking a Sales & Customer Advisor. This role is based on-site in their office in Blackrock Co. Dublin.

Candidates must be available to start in August. Contract: 6 - 12 months. APA in Loans & Regulations is required for this role.

As a Sales & Customer Experience Advisor, you will work collaboratively with your team and Team Lead to support the efficient delivery of business objectives and the day-to-day operations in a compliant manner. You will actively develop your skills through participation in our Collaborative Customer Conversations program whilst ensuring you meet the needs of our customers through promotion of our Omni-Channel approach.

Your team focuses on delivering an exceptional customer experience by blending the most up to date technology with our highly skilled and trained people, through inbound, outbound phone calls and other digital capabilities.

Your responsibilities include:

  • Work effectively as part of a high-performing team delivering excellent customer service and on own initiative.
  • Provide an excellent level of customer service and advise our customers throughout their product / financial needs journey, where qualified to do so, further improving the customer experience.
  • Ensure accuracy by being quality-focused and adopt a right first time approach at all times.
  • Support and deliver for customers in our inbound, outbound and our digital channels.
  • Interact and build exceptional customer relationships providing market leading service that meets the agreed service level agreements.
  • Take ownership and deal with customer queries in an effective, professional and compliant manner.
  • Maximizing opportunities to achieve the bank's customer goals and commercial objectives by generating and executing sales from customer leads through holding collaborative customer conversations (where qualified to do so) in accordance with the my clients ethos and processes and procedures.
  • Understanding of customers needs, customer segments, products and digital capabilities in order to developing meaningful customer relationships through positive customer engagement interactions.
  • Maintain knowledge of the regulatory codes and legislation impacting on day to day work.
  • Commit to continuous professional development and agree an annual performance and professional development plan with the manager.
  • Continuously review skills, and be flexible and open to feedback.
  • Be 'risk aware' and contribute to the maintaining of robust risk framework by ensuring your customer interactions are conducted in accordance with legislative, regulatory, policies and offer solutions to customers are appropriate to their needs.

Requirements:

Essential:

  • To work with our customers regarding their financial requirements, an APA in Loans and Regulations with up-to-date CPD hours for the relevant CPD years.
  • Strong English language skills verbally and written is essential.

Desired:

  • Strong interpersonal and communication skills with a commitment to providing an outstanding customer experience
  • Have significant level of proven sales, customer service or clerical experience in a regulatory compliant environment
  • Committed to and enjoys working in a fast paced customer focused environment
  • Proactive, forward looking and driven philosophy

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace

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Sales & Customer Advisor
Dublin
Sales
About EFI Global
A consulting firm specializing in forensic engineering, environmental, fire investigation, and failure analysis services.