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For Companies 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 BUPA healthcare, and paid professional qualifications after probation.
- 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.
- Other info: Great team environment with opportunities for growth and development.
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 predominately 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 employer: Family Building Society
Contact Detail:
Family Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Representative
✨Tip Number 1
Get to know the Society's products inside out! We need to be able to chat confidently about mortgages and savings when we’re on calls. So, take some time to read up on everything we offer and stay updated with any changes.
✨Tip Number 2
Practice your communication skills! Since we’ll be the first point of contact for customers, it’s crucial to sound friendly and helpful. Try role-playing with a friend or family member to get comfortable with responding to enquiries.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give us insights into the company culture and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace New Business Representative
Some tips for your application 🫡
Know the Role: Before you start writing, make sure you understand what a New Business Representative does. Familiarise yourself with the tasks and responsibilities mentioned in the job description so you can tailor your application to show how you fit the bill.
Showcase Your Skills: Highlight your communication skills and any experience you have in customer service or sales. We want to see how you can respond promptly and efficiently to enquiries, so give us examples of when you've done this before!
Be Personable: Remember, we’re looking for someone who can connect with customers. Use a friendly tone in your application to reflect your personality. Let us know why you’re passionate about helping people with their mortgage and savings needs.
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates about your application process!
How to prepare for a job interview at Family Building Society
✨Know Your Stuff
Make sure you have a solid understanding of the products and services offered by the Society. Brush up on mortgages and savings accounts, as you'll likely be asked about them. Being knowledgeable will show that you're genuinely interested and prepared.
✨Practice Your Communication Skills
As a New Business Representative, clear communication is key. Practice answering common interview questions out loud, focusing on being concise and friendly. This will help you convey information effectively, just like you would with prospective customers.
✨Show Your Problem-Solving Skills
Think of examples from your past experiences where you've successfully resolved customer queries or issues. Be ready to share these during the interview to demonstrate your ability to provide helpful solutions, which is crucial for this role.
✨Be Ready for Teamwork Questions
Since you'll be supporting other team members, expect questions about teamwork. Prepare examples that highlight your collaborative spirit and how you've contributed to a team's success in previous roles.
