Quality Assurance Officer
Summary
Monitors and improves customer service quality in banking by reviewing interactions, analyzing trends, and coaching staff on compliance and processes in a private banking environment.
NOTE: This role does not offer Relocation or Sponsorship. Applicants must be eligible to work in Isle of Man.
To provide a quality assurance function for Affluent Express and its value chain to monitor and evaluate the quality of customer interactions in alignment with the relevant standards and frameworks. To analyse trends/patterns, conduct root cause analysis and provide mentoring on areas of concern and prepare recommendations for improvements.
Minimum Qualification:
- First Degree in Consumer Services
Experience Required
- 3-4 years in Personal and Private Banking
- Experience of working in a either a Branch or Private Banking environment with knowledge of its associated products, processes and systems. Experience in data analysis, problem identification and reporting. Experience within a call centre environment (e.g., quality of engagements and development of agents).
Key Outputs :
- Conduct calibration sessions by verifying that Bankers are providing up-to-date information, follow current processes, call scripts and communicate effectively to clients in order to standardise the quality of calls and other forms of communication.
- Enhance understanding of all appropriate regulations and processes by interacting with compliance team to ensure QA processes are aligned with relevant rules and regulations.
- Perform quality assurance checks on an agreed sample size of calls logged to monitor whether the quality of the service provided is in line with the agreed minimum standards.
- Provide weekly and monthly feedback to the Manager, Affluent Express
- Implement quality assurance measures aligned to client expectations.Incorporate the relevant aspects into checklists to prevent reoccurrence as identified through audits.
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Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Team Working
- Managing Tasks
- Meeting Timescales
Technical Competencies:
- Compliance
- Customer Reception and Channelling
- Customer Understanding (Business Banking)
- Product and Services Knowledge
- Risk Awareness
- Risk Identification
- Risk Reporting
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