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Customer Interviewer - Investments
This job has expired, and cannot be applied for.
- Posted By: Extra Personnel
- Address:
- Contact: 0161 828 2900
- Date Posted: 16th Oct 2008
- Salary: £15000 per annum
- Location: Stockport
- Reference Code: CEMSTO
- Views Since Posting: 79
- Full Description:
Customer Interviewer required for Investments
Based in New Mills, High Peak
A CEMAP 3 qualified individual is required to work in a retail banking environment for a reputable organisation.
Your main duties and responsibilities will include
Guiding Retail Assistants on complex, difficult or sensitive matters
Interviewing customers on all matters with specific emphasis on revenue generation
Helping customers to determine their requirements through discussion and understanding of products and services
Converting enquiries and opportunities into sales where appropriate
Providing information from records
Requesting information and action from external parties and Head Office departments
Assuring compliance with Society requirements concerning administration and records
General
Complying personally with FSMA/FSA requirements in respect of Fit and Proper requirements for individuals; Statement of Principle/Code of Practice for individuals; T&C - 5 key Commitments; Money Laundering requirements; Complaints rules
Complying (or securing compliance) with the Key Operational Compliance Responsibilities relevant to their areas of responsibility, as set out from time to time in Section 9, Appendix 3 of the Board Procedures Manual
If you come from financial background and are seeking a role that can offer you some long term security within the current climate. Please apply immediately.
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