Purpose of the Role

The role involves working with a team of enthusiastic and customer centric colleagues responsible for the encashment of existing Protection, Savings and Investments policies, whilst delivering a superior customer experience, ensuring that the highest quality and control standards (including anti-fraud measures) are maintained at all times!

Key Accountabilities

• Encashment of existing Protection, Savings and Investments policies.
• Processing encashment transactions on time and accurately
• Adherence to service level agreements and compliance requirements - ensuring customers get their money when they need it
• Efficiently resolving customer queries while managing expectations on requirements needed and timeframes to complete
• Developing and maintaining strong working relationships with our customers and internal colleagues
• Working where appropriate with our service partners
• Delivering excellent service to distribution channels and maintaining positive & supportive relationships with financial advisors

What is the opportunity

This position is well suited to an individual looking to further a career in financial services and gain experience in a thriving and supportive workplace! There is opportunity to work directly with a real variety of people, from customers, brokers, financial advisors and other teams in New Ireland.

Working at Bank of Ireland doesn't have to mean working in an office to have an impact. Our dedication to enabling colleagues to thrive means that depending on role type you can have choice and flexibility in where you work and live, subject to your role, customer needs and our requirements. We have a hybrid working model, with home, agile hub and office-based options available. We will always list a primary location which can be where you go for in person teamwork, and a location where you can best perform your role.

Please note you must live in the jurisdiction for the business to which you are contracted. This job can be done anywhere in the Republic of Ireland with the primary office location as South Frederick Street to which travel will be required. Exact frequency to be agreed with manager.

Essential Qualifications

QFA is the preferred qualification however applications from individuals who hold APA Regulations and Savings & Investments will be accepted on the understanding, that, if successful at interview, they will commit to attaining QFA within 18 months of being appointed to the role.

Essential Skills & Experience

• Highly organised team player with the ability to resolve queries and make decisions, take full ownership of work and responsibility for performance.
• Customer centric, with excellent communication skill
• Understanding of Protection, Savings and Investments processes in an insurance environment
• Excellent attention to detail with the ability to adapt quickly in a fast paced environment.
• Ability to work on your own initiative is key.

Desirable Qualifications, Skills & Experience

Experience processing on core systems Life400 and BLISS - desirable but not essential as training will be provided

#li-hybrid #ij-hybrid

Key Competencies

• Customer Focused - Self
• One Group, one team - Self
• Accountable - Self
• Amplify Capability - Self
• Manage Risk - Self