At a Glance
- Tasks: Be the first point of contact for customers and help them with mortgage and savings queries.
- Company: Join a supportive Society focused on customer service and community.
- Benefits: Hybrid working, free healthcare, and paid professional qualifications after probation.
- Other info: Great team environment with opportunities for growth and development.
- Why this job: Make a real difference by helping customers find the right financial solutions.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 28800 - 43200 £ per year.
Responsible to: Manager, New Business Team
Responsible for: Providing the first point of contact for prospective customers and intermediaries making enquiries about the products and services offered by the Society.
Main Tasks:
- Small Team predominantly taking mortgage and savings calls and completing various administration tasks.
- Maintain an up to date knowledge of all products and services offered by the Society and any third parties with whom we have a formal relationship.
- Respond promptly, accurately, and efficiently to enquiries from existing and prospective customers, intermediaries and other relevant third parties ensuring a helpful solution is offered in all instances.
- Promote the products and services offered by the Society to existing and prospective customers and intermediaries. The Society is categorised as an ‘information only’ provider under the Financial Conduct Authority’s regime which requires that we cannot offer advice or guidance.
- Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.
- Provide support and cover for other team members as requested.
Hybrid working available after completing 6 months’ probation period. After completing probation there is an opportunity to apply to study for professional qualifications which is paid for by the Society. You are able to take advantage of free BUPA healthcare after completing probation.
Ebbisham House
30 Church Street
Epsom
Surrey
KT17 4NL
United Kingdom
New Business Representative in Epsom employer: Family Building Society
At Family Building Society, we pride ourselves on fostering a supportive and collaborative work environment that prioritises employee growth and development. As a New Business Mortgage Advisor, you will benefit from our hybrid working model, allowing for flexibility while being part of a dedicated team that values your contributions. With a strong focus on customer service and community impact, we offer meaningful opportunities to make a difference in people's lives while enjoying a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Representative in Epsom
✨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 Family Building Society. 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 New Business Representative in Epsom
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 Family Building Society.
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 Family Building Society'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 Family Building Society
✨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 Family Building Society.
✨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 Family Building Society 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 Family Building Society 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.
