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CareerZone Limited

Financial Adviser, QFA

CareerZone Limited

  • Kildare / Nationwide / Dublin
  • 30000 - 40000
  • Permanent full-time
  • Updated 07/10/2017
  • Aiden
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Description

Help shape the future of banking as a Customer Advisor, qualified to APA / QFA level, will be proactive in the recognition and referral of new business and sales in the retail branch network.

 

Help shape the future of banking as a Customer Advisor, qualified to APA / QFA level, will be proactive in the recognition and referral of new business and sales in the retail branch network.

We are currently recruiting a number of Customer Service Advisors for our client based in several locations in the Dublin Region.

What a typical day might look like:

  • With continued focus on customer experience, you will play a pivotal role in the success of the branch, through building and maintaining relationships with customers, whilst meeting all of their financial needs.
  • You will report to the Branch Manager and be a key figure in ensuring that the company is the leading provider in the local market.
  • You will be proactive in the recognition and referral of new business and sales, and actively pursue cross sales of products to meet weekly activity and sales targets.
  • You have an ability to work successfully as part of a team, and on your own initiative, will see you thrive within this professional and skilled environment, in Branches throughout the Dublin region.

What’s in for you?

  • You are provided with the fantastic opportunity to develop and grow your career.
  • People are the mostprized asset and this will be proved to you through commitment to nurturing, encouraging, challenging and training you.
  • On top of a great career path, there are a range of benefits such as discounted VHI, FREE banking, preferential rates on loans and financial products, holiday and insurance funds, generous annual leave and staff offers.
  • Finally, there are many sports & social clubs, award winning Learning Zone training and development opportunities to get involved in volunteering and collecting for charities.
  • Competitive salary and package.

What you must have?

  • Proven experience in identifying sales leads and managing referrals in a regulated, target focused environment is essential to success in this position.
  • In order to give the best advice and deliver a superior customer experience, a QFA qualification, or APA in Savings and Investments, Loans, and Consumer Credit is essential to be considered for this position.
  • You are self motivated, enthusiastic, and you will possess a Bachelor`s Degree in Business or a related discipline. (Level 8 on the National Framework of Qualifications).
  • Customers First Commitment ensuring that customers feel the difference when they interact with the company.
  • Commitment to delivering a differentiated customer experience.
  • Essentially we are doing everything we can to ensure our customers are happy.
  • You recognise the importance of great customer experience.

 

 

Ref: QB003Ca
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CareerZone Limited

CareerZone Limited

 

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