PTSB is seeking a Branch Customer Experience Champion to join their Gorey location. You will be responsible for delivering exceptional customer service, assisting with sales, and supporting daily branch operations. Qualifications include a QFA or APA in Loans and/or Savings & Investments, and strong interpersonal communication skills. This position requires a commitment to a sales-oriented environment and ensuring regulatory compliance. PTSB values diversity and aims to enhance service through diverse skill sets. #J-18808-Ljbffr
PTSB is seeking a Branch Customer Experience Champion in Tralee. This role involves supporting branch operations, providing excellent customer service, and driving sales through a customer-centered approach. Candidates should possess a QFA or APA in Loans and Savings & Investments, have strong interpersonal skills, and be committed to delivering exceptional customer experiences. This position is a 24-month fixed-term contract, emphasizing collaboration and inclusivity in the workplace. #J-18808-Ljbffr
PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch 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. You will become familiar with the Banks Customer Segmentation Strategy and take part in in branch and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers. Responsibilities Support in the day to day operation of customer service within the branch. Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions. Take ownership and deal with customer queries in an effective, professional and compliant manner. Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system. Assist with sales campaigns including post sales fulfilment, administration and follow up tasks. Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base. Perform duties in accordance with policies, procedures, whilst living PTSBs values and Standards. Requirements QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I. If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience. 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 (where MCC) Committed to and enjoys working in a sales environment This is a permanent based in Gorey (Onsite) The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve. #J-18808-Ljbffr
PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch 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. You will become familiar with the Banks Customer Segmentation Strategy and take part in in branch and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers. Responsibilities Support in the day to day operation of customer service within the branch. Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions. Take ownership and deal with customer queries in an effective, professional and compliant manner. Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system. Assist with sales campaigns including post sales fulfilment, administration and follow up tasks. Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base. Perform duties in accordance with policies, procedures, whilst living PTSBs values and Standards. Requirements QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I. If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience. 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 (where MCC). Committed to and enjoys working in a sales environment. This is a 24 month fixed term contract based in Tralee (Onsite). Is this you? The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve. #J-18808-Ljbffr
Overview PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch 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. You will become familiar with the Banks Customer Segmentation Strategy and take part in in branch and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers. Responsibilities Support in the day to day operation of customer service within the branch. Provide an excellent level of customer service and advise our customers throughout their product/financial needs journey, further improving the customer experience with both over the phone and face to face interactions. Take ownership and deal with customer queries in an effective, professional and compliant manner. Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system. Assist with sales campaigns including post sales fulfilment, administration and follow up tasks. Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base. Requirements QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I. If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience. 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 (where MCC) Committed to and enjoys working in a sales environment This is a Permanent role, based in Dublin (Onsite). We reserve the right to draw up a shortlist for interview. The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve. #J-18808-Ljbffr
PTSB, located in Cavan, is seeking a Branch Customer Experience Champion to deliver exceptional customer service and support daily branch operations. The role involves developing sales from leads, managing customer queries, and participating in promotional activities. Candidates should possess a QFA or APA in Loans and/or Savings, or meet minimum educational requirements with strong interpersonal skills. This is a full-time, permanent position based on-site. #J-18808-Ljbffr
Overview PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape. Our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. As a Branch Customer Experience Champion, you will work collaboratively with your team and Branch Lead to support the efficient delivery of business objectives and the day to day branch 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. You will become familiar with the Banks Customer Segmentation Strategy and take part in in branch and localised promotional activities within the territory to identify new business opportunities to increase new customer acquisition whilst maintaining positive relationships with existing customers. Responsibilities Support in the day to day operation of customer service within the branch. Provide an excellent level of customer service and advise our customers throughout their product /financial needs journey, further improving the customer experience with both over the phone and face to face interactions. Take ownership and deal with customer queries in an effective, professional and compliant manner. Generate and execute sales from lead (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system. Assist with sales campaigns including post sales fulfilment, administration and follow up tasks. Adopt a prompt and customer centred response to leads passed from Open24 to maximise new business opportunities from customer base. Perform duties in accordance with policies, procedures, whilst living PTSB's values and Standards. Requirements QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I. If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience. 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 (where MCC) Committed to and enjoys working in a sales environment This is a permanent role based in the Cavan Branch (Onsite). We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve. #J-18808-Ljbffr
Overview PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. Responsibilities Work effectively as part of a high performing team delivering excellent customer service and on own iniative. 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 the agreed service level agreements. Take ownership and deal with customer queries in an effective, professional and compliant manner. Requirements QFA or APA in Loans and/or Savings & Investments, with up-to-date CPD hours for the relevant CPD years. If no APA held, or only one APA in Loans or S&I held, the candidate must commit to qualifying within a 2 year period to achieve APA in both Loans and S&I. If no APA held, the candidate must meet the minimum entry requirements of holding an Ordinary Leaving Certificate (or equivalent) with a grade D3/O6/H6 at Ordinary or Higher Level in five Leaving Certificate subjects (including English and Maths), and/or 5+ years post Leaving Certificate experience. 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 (where MCC) Strong English language skills verbally and written is essential. This is a permanent role based in BlackRock (Hybrid). Is this you? Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application. We reserve the right to draw up a shortlist for interview. The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve. #J-18808-Ljbffr
Overview PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. Your Role As a Business Banking Manager, you will have a dual purpose with focus both on a specific geographic location in North, East & West region as well national responsibility for a business sector in the market. In this role you will originate, assess and deliver banking products and services to SME customers, with a particular focus on business lending initially, in order to deliver against business objectives that will include volume, value and quality measures. You will be responsible for implementing a KBI engagement strategy and delivering new to bank lending business for PTSB within your assigned geography. Your Responsibilities Originate, advise and manage a portfolio of Business customers Provide a pro-active and re-active service to make sure our customers meet all their financial arrangements in line with their own financial goals. Provide excellent customer service and advise our customers throughout their product / financial needs journey. Achieve result-orientated business targets, e.g. well managed and sustainable loan growth Actively engage and represent the bank across the SME community in your assigned territory Actively engage, advise and support branch colleagues within this community in relation to Business Banking and the SME market Identify, evaluate and recommend profitable lending opportunities Structure and successfully negotiate creditworthy proposals Leverage delivery channels, e.g. branch and online, to deliver cost-effective services Collaborate on the development of SME Banking performance metrics and scorecards Monitor performance metrics to ensure balanced growth within persons portfolio, e.g. across industry sectors Develop comprehensive knowledge of all aspects of SME Consistently deliver desired standards of customer service by responding promptly and resolving issues raised by customers Satisfy regulatory obligations, e.g. SME Lending Regulation and ensure adherence to internal policies and procedures Set clear personal objectives and conduct regular performance management reviews Build and maintain effective working relationships, adapting your approach when necessary Agree an annual development plan with your line manager and commit to continuous professional development Supervise and manage a team that are advising on products and / or arranging a financial service for customers of the Bank. Effectively handle and, where required, adjudicate on customer complaints (verbal and written). Requirements Essential Minimum competency requirements: fully Qualified Financial Advisor Desired Third level qualification in a relevant discipline Proven track record of business origination and relationship management Strong customer engagement, information gathering and needs analysis Ability to align customer needs with suitable products and services Knowledge of credit risk assessment, including the use of rating and risk pricing models Debt structuring and fulfilment, including negotiation and loan documentation Portfolio management, including policy development and monitoring concentrations Computer literate with excellent Microsoft Application skills specifically Excel and Word Specific Sector Experience and an understanding of SME market dynamics, including agricultural, enterprises, services Effective presentation, i.e. concise analysis with clear recommendations Proficiency in customer facing roles, specifically the provision of financial products Knowledge of business analysis, financial analysis and security for advances Full Driving Licence as this role will require travel nationwide, as required supporting Sector responsibility We are recruiting for permanent positions nationwide across Dublin & Kildare, North East & West and South & South East Regions of Ireland (Hybrid option available within the Republic of Ireland Only). #J-18808-Ljbffr
PTSB is seeking a Business Banking Manager to oversee a portfolio of SME customers. This role requires both customer engagement and a strong track record in business origination. Responsibilities include advising customers on financial needs, achieving growth targets, and managing compliance with regulatory obligations. The position offers hybrid work options within Ireland, necessitating travel to support various sectors across the country. Candidates should be fully qualified Financial Advisors with relevant qualifications and experience in the SME market. #J-18808-Ljbffr
