Intermediary Engagement Specialist
Intermediary Engagement Specialist

Intermediary Engagement Specialist

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support intermediary partners with exceptional customer service via calls and emails.
  • Company: Vida Bank is a UK-based bank focused on helping underserved mortgage customers.
  • Benefits: Enjoy flexible working options, a diverse culture, and a comprehensive benefits package.
  • Why this job: Join a caring team that values innovation and inclusivity while making a real impact.
  • Qualifications: Customer service experience in a call handling environment; mortgage industry experience is a plus.
  • Other info: Be part of a recognized Top 100 mid-sized company with a commitment to diversity.

The predicted salary is between 36000 - 60000 £ per year.

About us

Vida Bank provides competitive savings products through Vida Savings and specialist mortgage solutions through Vida Homeloans.

Our mortgage business supports Buy to Let (BTL) and residential borrowers (ROO) who find themselves underserved elsewhere. Our mortgage customers range from Buy to Let investors, to the self-employed and customers with multiple jobs.

Our savings proposition is delivered online via our website, and is focussed on providing savers with fair, transparent and competitive rates. Our typical customers are active savers, who tend to look beyond their current account provider for savings accounts.

Our business model and strategy are underpinned by our core purpose to ‘Help More People Find a Place to call Home’.

We are here to help the under-served, especially those with more nuanced personal circumstances or borrowing needs who are not able to access a mortgage from a mainstream mortgage lender. Working exclusively with intermediary partners, we combine cutting-edge technology with skilled and caring underwriting expertise to solve complex customer problems.

As a fully regulated UK based bank with ambitious growth aspirations, we recognise the importance of having a clearly articulated culture strategy and the need to actively manage how it embeds in the business together with the behaviours which exemplify it.

As a recognised Best Companies Top 100 mid-sized company to work for in the UK and a finalist at the Financial Reporter Women’s Recognition Awards, we take pride in our diverse workforce, championing both ethic and gender diversity through our EDI commitments.

Having met the target set by being a member of the HM Treasury Women in Finance Charter we have 50% of senior management roles filled by women.

With offices in London, Newcastle and Skipton, we bring our teams together regularly to collaborate and empower our colleagues to have more choice around when and where they work on the days they are not in the office, with colleagues working remotely in various locations across the UK.

Our Culture

We are proud to have built a culture founded on an ethos of caring, and that sits at the heart of our Vida Values, driving the way we run our business, support our customers and other stakeholders on a daily basis.

We genuinely care about delivering the right outcomes for all our stakeholders who we consider through the cultural framework as our customers, colleagues, company and communities that we operate in.

By Joining Vida you will have a sense of belonging in what is a diverse and collaborative environment, where you will be empowered to take responsibility for driving delivery.

We embrace a diversity of backgrounds and experiences in our people, in the deeply held belief that better outcomes are achieved for customers when our colleagues are better placed to empathise with and understand their unique circumstances. From application to interview, we place inclusion at the heart of all we do.

Role Overview:

At Vida we are challenging traditional ways of thinking in order to provide the service that our customers want. The successful applicant will be a member of our New Business Operations V-Hub area, within Mortgage Operations and be passionate about delivering exceptional customer service and support to our Intermediary partners through telephony and email channels.

Key Responsibilities:

  • Support inbound calls from our Intermediary partners, actioning appropriately to achieve the right outcome.
  • Ensure an exceptionally high level of customer service is maintained on a daily basis.
  • Contribute ideas and feedback on how exceptional service can be delivered consistently across the V-hub
  • Maintain an up to date working knowledge of our products and policies to ensure the right information is provided first time.
  • Deliver operational KPI’s & targets.
  • Build successful relationships across the business, especially within Sales functions & wider V-Hub colleagues.
  • Ensure that all complaints are handled in accordance with our Complaints Handling Policy and Framework referring to appropriate departments as and when appropriate delivery of any changes to the system or processes.
  • Ensure responsibilities regarding Consumer Duty, the Prevention of Financial Crime (including AML, identification, and reporting of fraud) & responsible lending are carried out effectively and in accordance with the Company’s policies.
  • Deliver on promises.
  • Positively display the ‘Vida Values’ consistently.

Requirements:

  • Proven track record of delivering excellent customer service in a call handling environment
  • Experience within the mortgage industry (desirable)
  • Working effectively and collaboratively in a remote-working team environment.
  • Proficient in telephony systems
  • Excellent people and communication skills
  • Able to communicate in a constructive, friendly, and positive manner that demonstrates respect and sets an example to all.
  • An ability to work with ambiguity.
  • Organised & self-motivated individual.
  • Flexible approach to working practices, with the ability to multi-task.
  • Great problem solver and ability to remain calm under pressure.

Our Values

Our values are well established and recognised throughout our organisation. They provide a frame of reference for the behaviours expected from our colleagues every day.

We find ways to break old conventions, especially those which cause exclusion or customer harm. We look for these qualities when hiring new talent into the organisation, and they underpin our approach to personal development and performance management for all our people. At the heart of this is the fact we care about our Customers, Our Colleagues and our Communities. We are:

Visionary– We innovate and break old habits, thinking big and pushing boundaries together as one team

Inclusive – We value each other’s differences and work to see people for who they really are

Dynamic – We are flexible and fast, cutting through complexity and never accepting second best

Authentic – We are honest and genuine, what you see is what you get

Benefits

We offer a comprehensive benefits package to support our employees’ professional and personal needs. Further details can be provided upon application.

Intermediary Engagement Specialist employer: Vida Bank

At Vida Bank, we pride ourselves on being an exceptional employer, fostering a culture of inclusivity and collaboration that empowers our employees to thrive. With a commitment to diversity and a strong focus on employee growth, we offer a supportive environment where your contributions are valued and recognized. Our flexible working arrangements and comprehensive benefits package ensure that you can achieve a healthy work-life balance while making a meaningful impact in the mortgage industry.
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Contact Detail:

Vida Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Intermediary Engagement Specialist

✨Tip Number 1

Familiarize yourself with Vida Bank's core values and culture. Understanding their commitment to diversity, inclusion, and exceptional customer service will help you align your approach during the interview process.

✨Tip Number 2

Prepare to discuss your experience in delivering excellent customer service, especially in a call handling environment. Be ready to share specific examples that demonstrate your problem-solving skills and ability to remain calm under pressure.

✨Tip Number 3

Research the mortgage industry trends and challenges, particularly those affecting underserved borrowers. This knowledge will not only impress your interviewers but also show your genuine interest in the role and the company's mission.

✨Tip Number 4

Practice your communication skills by engaging in mock calls or role-playing scenarios. Since the role involves supporting intermediary partners through telephony and email, being articulate and friendly is crucial.

We think you need these skills to ace Intermediary Engagement Specialist

Exceptional Customer Service
Telephony Systems Proficiency
Mortgage Industry Knowledge
Effective Communication Skills
Relationship Building
Problem-Solving Skills
Organizational Skills
Self-Motivation
Ability to Work Remotely
Adaptability
Multi-Tasking
Calmness Under Pressure
Constructive Feedback
Understanding of Consumer Duty and Financial Crime Prevention

Some tips for your application 🫡

Understand the Company Culture: Before applying, take some time to understand Vida Bank's culture and values. Highlight how your personal values align with their commitment to diversity, inclusion, and exceptional customer service in your application.

Tailor Your CV: Make sure your CV reflects your experience in customer service, especially in a call handling environment. Emphasize any relevant experience in the mortgage industry and your ability to work collaboratively in remote teams.

Craft a Compelling Cover Letter: In your cover letter, express your passion for delivering exceptional customer service and your understanding of the challenges faced by underserved customers. Use specific examples from your past experiences to demonstrate your problem-solving skills and ability to remain calm under pressure.

Showcase Communication Skills: Since excellent communication is key for this role, ensure that your application showcases your ability to communicate constructively and positively. Provide examples of how you've successfully built relationships in previous roles.

How to prepare for a job interview at Vida Bank

✨Understand the Company Culture

Before your interview, take some time to familiarize yourself with Vida Bank's values and culture. They emphasize caring for customers, colleagues, and communities. Be prepared to discuss how your personal values align with theirs.

✨Showcase Your Customer Service Skills

Since the role focuses on delivering exceptional customer service, think of specific examples from your past experiences where you went above and beyond for a customer. Highlight your ability to handle calls and emails effectively.

✨Demonstrate Problem-Solving Abilities

Prepare to discuss situations where you faced challenges and how you resolved them. Vida Bank values dynamic problem solvers who can remain calm under pressure, so share relevant stories that showcase these skills.

✨Be Ready to Discuss Collaboration

As the role involves working within a remote team, be ready to talk about your experience in collaborative environments. Share how you communicate and build relationships with colleagues, especially in a virtual setting.

Intermediary Engagement Specialist
Vida Bank
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  • Intermediary Engagement Specialist

    Birmingham
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-19

  • V

    Vida Bank

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