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Customer Services Assistant
- Sales, Business Development, Business Consulting
- Banking, Finance, Insurance, Accounting and Trade jobs
- Administrative office management jobs
Description
Welcoming customers to the branch and carrying out customer transactions using our branch systems.
Proactively identifying opportunities for business from new and existing customers through introductory fact finds (examples include home insurance, financial planning and mortgage advice etc.) whilst maintaining excellent customer service.
Working to targets to achieve referrals and appointments for all products and services.
Booking meetings for the customer with the Customer Services Consultant to discuss home insurance and financial planning in further detail.
Conduct outbound calling to maintain customer service and generate new business opportunities.
Responsibilities
A people person, passionate about providing excellent customer service.
Naturally inquisitive, able to match customer needs with our products and be able to recommend our offerings.
Demonstrate strong communication skills; face to face, written and via phone.
Boast spectacular organisational skills, and able to balance your workload with deadlines.
We seek a natural problem solver with an aptitude for translating customer needs in to financial solutions.
Hard Skills
- Scheduling and business planning
- Multi-line phone proficiency
- Customer relations
- Opportunity analysis
- Relationship building
- Customer success
- Client management
- Cold Calling
- Financial projections
- Meeting minutes
- Advanced language knowledge
- Advanced writing skills
Soft Skills
- Communication
- Problem-solver
- Listening
- Time management
- Organized
