At a Glance
- Tasks: Make warm calls to build relationships and identify new opportunities.
- Company: Established financial services business with a dynamic team in Liverpool.
- Benefits: Genuine career progression and the chance to work in a fast-paced environment.
- Other info: Ideal for those looking to grow in customer service or sales.
- Why this job: Kickstart your career in financial services while making a real impact.
- Qualifications: Excellent communication skills and a self-motivated attitude.
Our client is a well established financial services business who provide funding solutions to small businesses across the UK. They are growing significantly, and are looking for a number of customer development specialists to join their dynamic team in central Liverpool.
The role is responsible for making warm outbound calls to existing business customers in order to build and maintain lasting relationships and to identify new opportunities, which would be passed onto the field sales team. You will promote the range of services and products offered by the business, building a pipeline of contacts, and managing these contacts in terms of diarising call backs/keep in touch calls throughout the year.
We are looking for candidates who have had some work experience, ideally within a similar customer service or sales related environment, however this isn’t essential – more importantly you will have excellent communication skills, good attention to detail, be self motivated and able to work in a fast paced environment.
This role is seen as a stepping stone into the financial services sector, and offers genuine career progression for ambitious individuals.
Customer Advisor in Liverpool employer: CBC Resourcing Solutions
Join a thriving financial services business in the heart of Liverpool, where you will be part of a dynamic team dedicated to supporting small businesses across the UK. With a strong focus on employee development, we offer excellent career progression opportunities and a vibrant work culture that values communication and collaboration. Enjoy the benefits of working in a supportive environment that encourages personal growth while making a meaningful impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Advisor in Liverpool
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like CBC Resourcing Solutions.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to CBC Resourcing Solutions's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Customer Advisor in Liverpool
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at CBC Resourcing Solutions
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
