Customer Service Banking Advisor - Financial Services in Cheadle

Customer Service Banking Advisor - Financial Services in Cheadle

Cheadle Temporary 30000 - 40000 £ / year (est.) No working from home possible
Career poster

At a Glance

  • Tasks: Provide top-notch service to members through calls and emails, ensuring their needs are met.
  • Company: Shepherds Friendly, a modern mutual society with nearly 200 years of experience.
  • Benefits: Competitive salary, supportive team environment, and opportunities for personal growth.
  • Other info: Join a friendly team in a vibrant community with a focus on member satisfaction.
  • Why this job: Make a real difference in people's financial lives while developing your customer service skills.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 30000 - 40000 £ per year.

Shepherds Friendly is a modern mutual society, offering a variety of adult and children's financial products and services such as ISAs, savings plans, life insurance and income protection. Located in south Manchester in the heart of Cheadle village, the Society has been providing financial security to members for almost 200 years. Guided by our values of working together, doing the right thing, and making a difference, we are committed to delivering a service which helps our members plan their finances and secure their family's future. In a world of financial complexity, we believe in the power of simplicity.

We are currently recruiting for a Member Services Representative (12-month Fixed Term Contract) within the Member Services department to join our team of talented individuals. In this role you will be responsible for:

  • Providing an excellent and responsive service to members via inbound calls and emails.
  • Being professional, clear and transparent in your approach to members at all times.
  • Fully empathising and putting the needs of the member first so that they feel valued and have trust in the organisation.
  • Meeting and striving to exceed member services KPIs.
  • Being able to use multiple systems simultaneously.
  • Maximising any potential sales opportunities by educating the members and potential members about how Shepherds plans can benefit them and their families.

Customer Service Banking Advisor - Financial Services in Cheadle employer: Career poster

Shepherds Friendly is an exceptional employer, offering a supportive work culture that prioritises collaboration and integrity. Located in the vibrant Cheadle village, employees benefit from a strong commitment to personal and professional growth, alongside competitive remuneration and a focus on work-life balance. Join us to make a meaningful impact in the financial services sector while being part of a team that values simplicity and member satisfaction.

Career poster

Contact Details:

Career poster Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Service Banking Advisor - Financial Services in Cheadle

Join Financial Networking Events

Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.

Utilise Temp Agencies Specialised in Finance

Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Career poster.

Connect with Alumni from Your Uni

Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.

Stay Active on Job Boards and Company Websites

Keep your eyes peeled on job boards specifically for finance roles. Companies like Career poster might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!

We think you need these skills to ace Customer Service Banking Advisor - Financial Services in Cheadle

Customer Service Skills
Communication Skills
Empathy
Professionalism
KPI Management
Multi-tasking
Sales Skills

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Career poster will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Career poster. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Career poster confidence in your short-term commitment to the role.

How to prepare for a job interview at Career poster

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Career poster.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Career poster that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.