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Deposit and Insurance Advisor

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Job Summary

  • Blackrock
  • Permanent
  • JN -012024-1955095
  • Jan 30, 2024
  • Competitive
Job Description

Our client is one of Ireland's leading retail and SME banks. Their focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

Our client is one of Ireland's leading retail and SME banks. Their focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

Your Role:


We are looking for ambitious and self-motivated individuals who are enthusiastic, goal
orientated and have a passion for providing 'best in class' customer service, to join our growing team in our Customer Contact Centre.

As an Insurance & Deposit Advisor, you will provide advice and day to day transactional
support to our customers across a range of financial products, at all times supporting our
customers to enable them to achieve their financial goals. Our focus is to deliver an
exceptional Customer experience by blending the most up to date technology with our highly
skilled and trained people, through inbound and outbound phone calls.

Full training will be provided and we will support your career progression as you complete
your professional qualifications to enable you to progress your career within the Bank.
This is an exciting opportunity to join a collaborative, innovative and fast paced team where
you will personally make a difference to our success. If you are interested in growing your financial services skills, leading to a rewarding career in Banking, then we would love to talk to you…..

Your Team:
You will report directly to the Insurance & Deposit Team Lead and work together as part of a
team. Within the Digital and Direct bank, we sell a range of the banks' products direct to our
customers through our remote channels of Phone and Online.

Your Responsibilities:

 Support our customers with their day to day deposit rollover transactions.
 As required, respond to queries regarding deposits and insurance.
 As required, respond to queries regarding our customer's everyday banking needs.
 Interact and build relationships with customers and other partners while operating within
agreed service level agreements.
 Provide advice to customers on products and services that meet their financial needs.
 As required, complete outbound calls with existing deposit customers to discuss options
available.
 Work as part of a team and on own initiative.

Customer - Building and Realising Customer Connections:
 Be an ambassador for the Bank and develop the Banks's profile across multiple
communities (internal and external) with a particular focus on our customers.
 Become the 'face' of the Bank within your channel.
Compliance, Risk Control and Governance:
 Actively maintain and keep up to date with risk identification, risk assessing and strict
risk management standards which govern Digital and Direct Banking as part of the
financial services sector.
 Ensure that all obligations and legislative policies are understood e.g. data
protection, customer credit and reputational risk.
 Support your Line Manager with internal and external requirements.
 Support the goal of ensuring that operational and strategic risks are minimised and
mitigated while the centre maximises opportunities through continuous improvement.


Commercial Growth, Cross Functional Collaboration:
 Work collaboratively together with the wider function under the Digital and Directs
Centres of Excellence Model.
 Support change programmes in a fast paced environment.


Self-Development - Living as a Leader:
 Have a passion for professionalisation and commitment to continuous self-
development by agreeing an annual performance plan together with your Line
Manager.
 Continuously review skills, and be flexible and open to feedback.


Culture - Be Part of Our Inclusive Team:
 Act as a visible role model, striving for a culture that promotes risk awareness, ethics,
employee engagement and fun.
 Be a strong communicator and work together with the wider Digital & Direct team to
further enhance knowledge, upskill and develop your skills.

 Is adaptable and can problem solve, with strong teamwork, collaboration, trust and
respect ethos - ensuring the team is passionate about being part of the high energy
team in Digital and Direct.
 Champion the Bank's values in your interactions with customers and
colleagues.


Requirements:
Essential
 APA in Regulations, Loans & Investments or QFA

Desired
 A passion for accuracy and attention to detail, and a positive attitude.
 A passion for delivering the highest level of customer experience through adherence
to regulations, compliance, policies and best practices.
 A deep understanding of compliance in a contact centre environment.
 Excellent interpersonal and effective communication skills.
 Eager to develop skills, capabilities and competencies

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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