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For Companies At a Glance
- Tasks: Assist customers with mortgage and savings account queries over the phone.
- Company: Join a well-established financial institution focused on excellent customer service.
- Benefits: Enjoy training opportunities, flexible hours, and a chance to make a real impact.
- Why this job: Be part of a dynamic team in a rewarding role within the financial services sector.
- Qualifications: No specific qualifications required, just a passion for customer service and IT literacy.
- Other info: Inclusive workplace that values diversity and supports personal growth.
We are currently recruiting on behalf of our client, a well-established financial institution, for a Customer Service Representative to join their team. This is an exciting opportunity for someone with a passion for delivering excellent customer service and an interest in the financial services sector. You will play a key role in ensuring the efficient and effective administration of Mortgage and Savings Accounts.
- Background in financial services or a regulated industry
- Experience in a fast-paced telephone customer service environment
- Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies.
- Handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses.
- Clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance.
- Carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries.
- Prepare and send standard or dictated customer correspondence, including handling lost account enquiries.
- Perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems (SUMMIT and Frontline).
- Manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments.
- Administer ISA transfers (both incoming and outgoing) and assist with account registration procedures.
- Support other departments as required, such as Loans Underwriting and the New Business Team.
- Assist with system testing for new products and features.
- Process internet account administration, including applications, security, and secure messaging.
- Undertake additional duties as assigned by the Customer Service Manager or senior leadership.
- IT literate with the ability to use a range of software and internal systems
- Team-oriented with a proactive and flexible mindset
Training and development opportunities. Varied and rewarding role within the financial services sector. Opportunity to make a meaningful impact on customer experience.
Contact Detail:
Office Angels Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Evening Customer Service Centre Advisor (Part Time)
✨Tip Number 1
Familiarise yourself with the financial services sector, especially mortgage and savings accounts. Understanding the basics of these products will help you engage confidently during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your telephone communication skills. Since this role involves handling customer enquiries over the phone, being articulate and clear in your responses is crucial. Consider role-playing with a friend to simulate real customer interactions.
✨Tip Number 3
Research common customer service scenarios in the financial industry. Being prepared with examples of how you've handled similar situations in the past can set you apart from other candidates and show your problem-solving abilities.
✨Tip Number 4
Network with current or former employees in the financial services sector. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
We think you need these skills to ace Evening Customer Service Centre Advisor (Part Time)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Tailor your application to highlight your relevant experience in customer service and the financial sector.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in customer service, particularly in fast-paced environments. Include specific examples of how you've handled customer enquiries and resolved issues.
Write a Compelling Cover Letter: In your cover letter, express your passion for customer service and the financial industry. Mention any relevant skills or experiences that align with the job, such as IT literacy and teamwork.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Office Angels
✨Know Your Products
Familiarise yourself with the financial products and services offered by the company. Being able to discuss these confidently will show your genuine interest in the role and help you answer customer queries effectively.
✨Demonstrate Customer Service Skills
Prepare examples from your past experiences where you provided excellent customer service. Highlight how you handled difficult situations and ensured customer satisfaction, as this is crucial for the role.
✨Practice Active Listening
During the interview, practice active listening. This means fully concentrating on what the interviewer is saying, which will help you respond appropriately and demonstrate your communication skills.
✨Show Team Spirit
Emphasise your ability to work well in a team. Share experiences where you collaborated with others to achieve a common goal, as teamwork is essential in a customer service environment.
