Personal Banking Advisor

About the role

The Personal Banking Advisor works in a dedicated call‑centre environment, assisting retail banking customers over the phone. The role focuses on delivering high‑quality service, addressing inquiries, and supporting customers with banking products and procedures.

Key responsibilities

• Interact with customers by phone to understand their banking needs and provide appropriate solutions.
• Deliver excellent customer service to foster loyalty and satisfaction.
• Resolve customer issues instantly during the call, including root‑cause analysis and reversal of charges or fees when required.
• Identify and convert sales opportunities to meet defined financial targets.
• Explain banking procedures and retail products clearly and accurately.
• Capture and report customer feedback to aid continuous product development.
• Operate in compliance with bank rules and the specific guidelines of the Direct Banking Center.

Required profile

• Strong verbal communication and active listening skills.
• Ability to solve problems quickly and efficiently over the phone.
• Sales‑oriented mindset with a focus on meeting targets.
• Attention to detail for accurate product explanations and fee reversals.
• Comfortable working in a structured call‑centre environment and adhering to banking policies.

Required skills