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- 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 supportive team environment.
- Why this job: Make a real impact on customer experiences in a rewarding financial services role.
- Qualifications: No specific qualifications required, just a passion for customer service and IT skills.
- 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.
Evening Customer Service Centre Advisor (Part Time) employer: Office Angels
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 scenarios with a friend to build your confidence.
✨Tip Number 3
Research the company and its values. Knowing what the company stands for and how they approach customer service can give you an edge. Tailor your conversation to reflect their values during any interactions.
✨Tip Number 4
Be prepared to discuss your experience in fast-paced environments. Think of specific examples where you've successfully managed multiple tasks or handled difficult customer situations, as this will showcase your ability to thrive in a busy customer service role.
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 thoroughly to understand the key responsibilities and requirements. Tailor your application to highlight your relevant experience in customer service, especially in a financial services context.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles in customer service, particularly in fast-paced environments. Mention specific examples of how you've handled customer enquiries and provided excellent service.
Showcase Your Skills: Make sure to include skills that are relevant to the role, such as IT literacy, teamwork, and a proactive mindset. Provide examples of how you've used these skills in past positions.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you're interested in the position and how your background aligns with the company's needs. Be sure to express your passion for customer service and the financial sector.
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 that highlight your ability to handle customer inquiries, especially in a fast-paced environment. Show how you can provide prompt and accurate responses while maintaining a positive attitude.
✨Understand Regulatory Guidelines
Since the role involves providing information only, brush up on the regulatory guidelines relevant to the financial services sector. This will help you articulate how you can assist customers without giving advice.
✨Show Team Spirit
Emphasise your ability to work collaboratively within a team. Share instances where you supported colleagues or contributed to team goals, as this is crucial in a customer service environment.
