Bristol accounting / finance / banking
To provide face-to-face transactional banking service within the branch providing world class service and generating sales and referrals.
Activities
-Be the first point of contact for customers in the branch in order to deal with and action either a range of general banking/account enquiries/concerns and/or specific service/product enquiries
-Follow security protocol to identify customer
-Identify where the Bank can help the customer (and directing them on to the appropriate service area when they cannot assist)
-Pursue potential sales leads
-Contact customers to discuss opportunities to help them and arrange appointments
-Update customer file and/or diary system after each action
-Action postal/fax/e-mail correspondence where necessary
-Prepare batches of work for processing off-site
-Liaise with and/or refer calls to other internal departments/external parties where necessary
-Where appropriate – balance cash at end of day
-Branches are open between 09:00 – 17:00, Monday – Friday
-A selection of branches are open Saturdays 09:00 – 15:30
-Weekend working may be required
Positions available in Plymouth, Newton Abbott, Exeter.
