At a Glance
- Tasks: Support customers with banking queries and provide empathetic guidance.
- Company: Join Lloyds Banking Group, a trusted UK banking organisation.
- Benefits: Competitive salary, performance bonuses, structured training, and remote work options.
- Other info: Great career progression opportunities and a supportive team environment.
- Why this job: Make a real difference in customers' lives while building a rewarding career.
- Qualifications: Strong communication skills and a commitment to customer care.
We’re looking for motivated, collections Banking Agents to join Lloyds Banking Group. In this role, you’ll play a vital part in supporting customers who may be experiencing vulnerability or financial difficulty. You’ll provide clear, compliant, and empathetic support, ensuring customers receive fair outcomes and feel understood at every stage of their journey. By listening carefully, identifying individual needs, and applying appropriate support measures, you’ll help customers make informed decisions about their finances. This is a fantastic opportunity to build a long‑term career in financial services, whether you’re bringing existing experience or taking your next step within a structured, supportive, and well‑regulated banking environment that prioritises colleague development and customer wellbeing.
What You’ll Be Doing
- Supporting customers with a wide range of banking collections queries, including those who may be in vulnerable or challenging circumstances.
- Providing clear, accurate, and professional guidance, tailored to individual customer needs.
- Identifying signs of vulnerability and taking appropriate action to ensure customers receive the right support.
- Handling customer complaints with care and professionalism, taking ownership to investigate issues thoroughly and resolve them fairly and effectively.
- Accurately recording customer interactions, actions, and decisions across multiple banking systems to ensure consistency, auditability, and quality outcomes.
- Using systems and processes confidently to support decision making and ensure the right outcome is delivered first time.
- Offering suitable solutions while balancing customer wellbeing with regulatory and risk requirements.
- Working collaboratively within a supportive, high performing team to deliver positive outcomes.
- Developing your understanding of vulnerability, financial wellbeing, and banking products through ongoing learning and training.
What We’re Looking For
- Strong communication and active listening skills, with the ability to engage sensitively with customers who may be vulnerable or experiencing financial difficulty.
- A genuine commitment to delivering fair, respectful, and supportive customer outcomes.
- The ability to work confidently within regulated processes, policies, and vulnerability guidelines.
- Confidence using systems and technology to accurately record information and support customer needs.
- A positive, resilient attitude with a willingness to learn and continuously develop your skills and knowledge.
- A strong commitment to the role, including reliable attendance and punctuality, recognising the importance of consistent customer support and actively engaging in your own development journey through training, coaching, and learning opportunities.
- Someone who is prepared to be coached, open to feedback, and comfortable with accountability to continuously improve performance and outcomes.
Previous banking or contact centre experience is beneficial but not essential – full training will be provided, including support around identifying vulnerability and delivering appropriate customer care.
Career Progression & Development
At LBG, your development matters. We are proud of our strong internal progression culture, with around 20% of colleagues currently on a progression plan into roles such as: Coach, Trainer, Subject Matter Expert (SME), Team Manager. You’ll be supported with structured learning, on‑the‑job coaching, and clear pathways to help you reach your career goals.
What You’ll Get
- On‑Target Earnings (OTE) of up to £30,032, including performance‑related bonuses in the first 12 months.
- Guaranteed base salary of £27,032.
- Up to £3,000 available through a range of bonus schemes.
- Structured training programme with ongoing learning and development support.
- Clear progression opportunities across multiple career pathways.
- A supportive, inclusive team environment within a trusted UK banking organisation.
- A meaningful role where your work genuinely makes a difference to customers’ lives.
- The opportunity to work from home once you have successfully completed the training programme (approximately 22 weeks). You will be required to work full‑time in the office until this point.
Location: Preston, United Kingdom
Time Type: Full time
Contract Type: Permanent
Customer Banking Agent in Preston employer: Dormont Manufacturing Co
Lloyds Banking Group is an exceptional employer that prioritises the wellbeing of both its customers and colleagues. With a strong commitment to employee development, you will benefit from structured training programmes and clear career progression pathways in a supportive and inclusive environment. Located in Preston, this role offers the unique opportunity to make a meaningful impact on customers' lives while enjoying the flexibility of potential remote work after training completion.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Banking Agent in Preston
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dormont Manufacturing Co. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Banking Agent in Preston
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dormont Manufacturing Co.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dormont Manufacturing Co's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dormont Manufacturing Co.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dormont Manufacturing Co will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dormont Manufacturing Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
