Customer Banking Agent
Customer Banking Agent

Customer Banking Agent

Preston Full-Time 26787 £ / year No home office possible
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At a Glance

  • Tasks: Engage with customers, manage calls, and provide tailored financial solutions.
  • Company: Join Lloyds Banking Group, a leader in customer banking and financial health.
  • Benefits: Enjoy flexible working options, exclusive discounts, and generous holiday leave.
  • Why this job: Make a real impact on customers' lives while developing your skills in a supportive team.
  • Qualifications: Previous experience in customer service or fast-paced environments is essential.
  • Other info: Opportunities for career progression and a commitment to diversity and inclusion.

Start with a competitive salary of £26,542.00, with the exciting potential to increase to £27,032.00 as you develop and demonstrate your skills! Join our dynamic team based in Preston, where your supportive nature and excellent conversational skills will help guide Lloyds Banking Group customers on their journey to financial health!

This isn’t your average collection’s role – you’ll be managing inbound calls, engaging with customers in various financial situations, and crafting personalised, affordable solutions to meet their needs. You will be working in an environment every day that brings new opportunities, the convenience of free parking, easy access to local transport links, and near a shop, making it easy to grab a bite during your breaks. After a qualifying period of around 6 months, you’ll have the flexibility to work from home if you prefer!

Key information:

  • You will work 40 hours per week between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis.
  • Training period is approximately 4 weeks, and you will work 8:30am - 5pm Monday – Friday.
  • Learning academy following training lasts around 8 weeks where you will work between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis.

What’s in it for you?

  • Internal career progression via Capita Academy, which helps many colleagues to develop into a multitude of roles available with a clear development plan from the outset.
  • Access to exclusive discounts, benefits and cash back, for all Capita Employees and their families!
  • 23 days’ holiday (rising to 27) with the opportunity to buy extra leave.
  • Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave, paternity pay of two weeks, and plenty more!
  • Access to our Aviva DigiCare + Workplace services to support health and wellbeing, providing a range of valuable services.
  • Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform.

What you’ll be doing:

  • You will be responsible for handling inbound calls, speaking and listening to customers who are in different financial positions, tailoring affordable outcomes to help them on the road to financial health.
  • Handling customer complaints should they arise, adhering to Financial Conduct Authority standards.
  • Supporting vulnerable customers and addressing their complex needs with care and understanding.
  • Working collaboratively with a supportive team to achieve targets and goals.
  • Building rapport, empathising, and having meaningful conversations with our customers to deliver excellent customer service.
  • Embracing learning, coaching and development to continuously improve your skills and capability.
  • Efficiently navigating multiple systems while engaging with customers, ensuring all information entered is accurate.

Experience:

  • Showcase your expertise in at least one of the following areas:
  • Call Centre Customer Service: Experience in a call centre customer service role.
  • Fast-Paced Office Environment: Experience in a dynamic and fast-paced office setting.
  • Healthcare Environment: Experience dealing with vulnerable clients in a healthcare environment.
  • Financial Services: Experience working in the financial services sector.

Skills:

  • Empathy - Understanding and showing genuine concern for customers' financial difficulties fosters trust and leads to more successful resolutions.
  • Resilience: Maintaining emotional stability, staying motivated with a drive to continuously improve.
  • Communication: Strong verbal and written communication skills are crucial for engaging with customers, explaining complex information clearly, and building rapport.
  • Problem-Solving: The ability to assess situations, devise effective solutions and thrive in an ever-changing environment.
  • Attention to Detail: Ensuring all gathered information is accurate and maintaining a strong focus on delivering exceptional work.

Join our diverse and dynamic team of experienced, innovative, and dedicated professionals! With us you’ll find countless opportunities to learn new skills and advance your career. We’re committed to providing the support you need to thrive and succeed. This isn’t an entry-level role, so some previous experience is essential.

What will happen next:

  • Choose apply now to fill out our short application.
  • Your application will be reviewed by our recruitment team.
  • You will be invited to attend a video interview with a member of the recruitment team.
  • If you are successful at the first interview stage, you will be invited to attend an onsite assessment centre at our office in Preston.

Equal Opportunities: We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone.

Customer Banking Agent employer: Capita

At Lloyds Banking Group, we pride ourselves on being an exceptional employer, offering a competitive salary and a supportive work culture that fosters personal and professional growth. Located in Preston, our team enjoys the convenience of free parking and easy access to local transport, alongside flexible working options after a qualifying period, allowing for a perfect balance between office and home life. With a commitment to employee wellbeing, extensive benefits, and opportunities for career progression through our Capita Academy, we empower our staff to make a meaningful impact while enjoying a rewarding and inclusive workplace.
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Contact Detail:

Capita Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Banking Agent

✨Tip Number 1

Familiarise yourself with the financial services sector, especially customer service roles. Understanding the common challenges customers face will help you engage more effectively during interviews.

✨Tip Number 2

Practice your communication skills by role-playing different customer scenarios. This will prepare you for the types of conversations you'll have as a Customer Banking Agent and demonstrate your ability to empathise with customers.

✨Tip Number 3

Research Lloyds Banking Group's values and mission. Being able to articulate how your personal values align with theirs can set you apart from other candidates during the interview process.

✨Tip Number 4

Prepare questions to ask during your interview about team dynamics and support for career progression. This shows your interest in the role and helps you gauge if it's the right fit for you.

We think you need these skills to ace Customer Banking Agent

Empathy
Resilience
Strong Verbal Communication
Written Communication Skills
Problem-Solving
Attention to Detail
Ability to Navigate Multiple Systems
Customer Service Experience
Experience in a Fast-Paced Environment
Understanding of Financial Services
Ability to Handle Customer Complaints
Collaborative Teamwork
Adaptability to Change
Active Listening Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service, especially in call centres or financial services. Use specific examples that demonstrate your skills in empathy, communication, and problem-solving.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping customers achieve financial health. Mention how your previous experiences align with the responsibilities of the Customer Banking Agent role and express your enthusiasm for joining the team.

Highlight Relevant Skills: In your application, emphasise skills such as resilience, attention to detail, and the ability to navigate multiple systems. Provide examples of how you've successfully used these skills in past roles.

Prepare for the Interview: Research common interview questions for customer service roles and prepare thoughtful responses. Be ready to discuss how you would handle various customer scenarios, particularly those involving vulnerable clients.

How to prepare for a job interview at Capita

✨Showcase Your Empathy

As a Customer Banking Agent, empathy is key. Be prepared to share examples of how you've helped customers in difficult financial situations. This will demonstrate your understanding and ability to connect with clients on a personal level.

✨Demonstrate Problem-Solving Skills

Expect questions that assess your problem-solving abilities. Prepare scenarios where you successfully navigated challenges or provided effective solutions for customers. Highlight your resilience and adaptability in fast-paced environments.

✨Familiarise Yourself with Financial Regulations

Understanding the Financial Conduct Authority standards is crucial for this role. Brush up on relevant regulations and be ready to discuss how you would adhere to these guidelines while assisting customers.

✨Practice Effective Communication

Strong communication skills are essential. Practice explaining complex information clearly and concisely. You might be asked to role-play a customer interaction, so being articulate and engaging will set you apart.

Customer Banking Agent
Capita
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  • Customer Banking Agent

    Preston
    Full-Time
    26787 £ / year

    Application deadline: 2027-05-05

  • C

    Capita

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