Customer Relationship Consultant
Hybrid · Chester, England, United Kingdom or West Kirby, England, United Kingdom
Job Summary
Customer Relationship Consultant to work at Chester and West Kirby branches; engage customers to understand needs, educate on savings products and services, conduct My Review appointments face to face, virtually or by telephone, and proactively contact customers to discuss needs. Role emphasizes listening, problem solving, delivering first-class service, and utilizing internal systems while supporting vulnerable customers and maintaining accurate records. In-branch, virtual, or outbound engagements to help customers achieve financial goals and provide a seamless, responsive experience.
Required Qualifications
- experience of interacting with customers
- experience in branch or contact centre environments
- ability to tailor solutions to customer needs
- clear communication and listening skills
- accurate maintenance of customer records in internal systems
- flexibility to engage via in-branch, virtual or telephone channels
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