Customer Banking Agent
Customer Banking Agent

Customer Banking Agent

Preston Full-Time 21500 - 22500 £ / year (est.) No home office possible
Capita

At a Glance

  • Tasks: Engage with customers, manage calls, and provide tailored financial solutions.
  • Company: Join Capita, a leader in consulting and digital services, dedicated to creating better outcomes.
  • Benefits: Enjoy flexible working options, exclusive discounts, and generous holiday allowances.
  • Why this job: Make a real difference in customers' lives while developing your skills in a supportive team.
  • Qualifications: Experience in customer service or fast-paced environments is essential; empathy and communication skills are key.
  • Other info: Opportunities for career progression and a commitment to diversity and inclusion.

The predicted salary is between 21500 - 22500 £ per year.

**Job Description Summary:*** Provides payment management expertise in area of specialism, such as collections/lending.* More experienced Advisors may coach others and support the resolution of escalated complaints in accordance with business, policy and legal requirements* Provides a first point of contact service resolution for the customer, educating customers on the alternative options available for the service being supported* Uses online systems to accurately document customer account information, adhering to data privacy legislation.* Ensures regulatory compliance* In the case of collections activity, determines reason for customer payment delinquency and obtains payment commitment.,* More experienced Advisors will support the Team Leader by mentoring and supporting team members to improve customer satisfaction and efficiency metrics within the business area**Key information:**Access to exclusive discounts, benefits and cash back, for all Capita Employees and their families! Retail, cinema, shopping, something for everyone!Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel, and technology 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. Prior experience with using multiple systems is essential.**What we\’re looking for:****Essential -** you must have experience in one of the below areas: * Excellent interpersonal and organisational skills* Analytical, investigatory and problem-solving skills* Highly effective verbal and written communication skills, to include a high standard of vocabulary & grammar* Ability to demonstrate empathy and ownership of customer and their financial position and available options available* Telephone and computer literate.* Understanding of OFCOM & FCA regulatory requirements is essential* 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. Additionally, experience using multiple computer systems is a must.In addition, you\’ll also bring these skills to our team and make a real difference! **Communication**: Strong verbal and written communication skills are crucial for engaging with customers, explaining complex information clearly, and building rapport : The ability to assess situations, devise effective solutions and and thrive in an everchanging environmentJoin 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. Our goal is to create better outcomes for you and our client.**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. If you need the job description or application form in an alternative format (such as large print or audio), or if you’d like to discuss other changes or support you might need going forward, please email reasonableadjustments@capita.com and we’ll get back to you.Access to Work can help candidates with a physical or mental health condition or disability to get support in the hiring process, including communication support at interviews such as a British Sign Language interpreter. If you require this support you can apply for this support at .**Capita is a consulting, transformation and digital services business. We deliver innovative solutions and simplify the connections between businesses and customers, governments and citizens. We\’re driven by our purpose: to create better outcomes – for our employees, clients and customers, suppliers and partners, investors, and society. We\’re committed to being a responsible business – in how we operate, serve society, respect our people and the environment, and deliver attractive returns to our investors. Every day we help millions of people, by delivering innovative solutions to transform and simplify the connections between businesses and customers, governments and citizens. We partner with clients and provide them with the insight and cutting-edge technologies that give time back, allowing them to focus on what they do best and making people’s lives easier and simpler. We operate in the UK, Europe, India and South Africa and currently have 55,000 talented people working in our three divisions: Capita Experience, Capita Public Service and Capita Portfolio.** #J-18808-Ljbffr

Customer Banking Agent employer: Capita

Join Lloyds Banking Group in Preston as a Customer Banking Agent, where you'll enjoy a competitive salary and the potential for growth while making a real difference in customers' financial journeys. Our supportive work culture fosters employee development through the Capita Academy, offering clear career progression and a range of benefits including flexible working options, generous holiday allowances, and access to exclusive discounts. Experience a dynamic environment with easy transport links and free parking, all while being part of a diverse team committed to creating better outcomes for everyone.
Capita

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 can 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 in interviews and show your genuine interest in the role.

✨Tip Number 4

Network with current or former employees on platforms like LinkedIn. They can provide insights into the company culture and interview process, which can be invaluable when preparing for your application.

We think you need these skills to ace Customer Banking Agent

Empathy
Resilience
Strong Verbal Communication
Written Communication Skills
Problem-Solving
Attention to Detail
Experience in Call Centre Customer Service
Ability to Handle Inbound Calls
Experience in Fast-Paced Office Environment
Experience in Financial Services
Ability to Support Vulnerable Customers
Collaboration Skills
Adaptability to Change
Proficiency in Navigating Multiple Computer Systems

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service, especially in call centres or fast-paced environments. Use keywords from the job description to demonstrate that you meet the essential criteria.

Craft a Compelling Cover Letter: Write a cover letter that showcases your empathy and problem-solving skills. Mention specific examples of how you've helped customers in difficult situations, as this aligns with the role's requirements.

Highlight Relevant Skills: Emphasise your communication skills and attention to detail in your application. These are crucial for the Customer Banking Agent role, so provide examples of how you've successfully used these skills in previous positions.

Prepare for the Interview: Research common interview questions for customer service roles and practice your 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 situations. This will demonstrate your ability to connect with clients and understand their financial challenges.

✨Demonstrate Problem-Solving Skills

Expect questions that assess your problem-solving abilities. Think of specific instances where you successfully resolved customer issues or adapted to changing circumstances. Highlight your analytical skills and how you approach challenges.

✨Familiarise Yourself with Financial Services

Since this role involves financial health, brush up on basic financial concepts and the services offered by Lloyds Banking Group. Showing that you understand the industry will impress your interviewers and show your commitment to the role.

✨Prepare for Role-Playing Scenarios

You might be asked to engage in role-playing during the interview to simulate customer interactions. Practice handling various customer scenarios, focusing on communication and rapport-building to showcase your conversational skills.

Customer Banking Agent
Capita
Location: Preston

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