At a Glance
- Tasks: Support customers through onboarding and account servicing while improving their experience.
- Company: Join Lloyds Banking Group, a leader in finance with a commitment to diversity.
- Benefits: Enjoy flexible working, generous pension contributions, and a range of wellbeing initiatives.
- Other info: Dynamic role with opportunities for growth and development in a supportive environment.
- Why this job: Be part of a transformative journey in finance and make a real impact.
- Qualifications: Customer service experience and strong organisational skills are essential.
The predicted salary is between 28776 - 30290 £ per year.
We support flexible working – click here for more information on flexible working options.
This is a full time, permanent role based in the Isle of Man - although part time hours may be considered.
Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.
What you’ll be doing:
- Support customers through key onboarding, servicing and account maintenance journeys, ensuring requests are handled from start to finish.
- Complete activity accurately and in line with risk, regulatory and operational requirements.
- Work collaboratively across Client Delivery to resolve queries and deliver the right customer outcomes.
- Use digital tools and systems confidently to manage work, track progress and support efficient processing.
- Identify opportunities to simplify processes, improve customer experience and support continuous improvement activity.
Why join us?
We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.
What we’re looking for:
- Experience in a customer service, operational or administrative role, ideally gained over at least 12 months.
- Strong organisational skills with the ability to manage competing priorities and follow tasks through to completion.
- High attention to detail, with the ability to complete work accurately and in line with procedures.
- Confidence using technology, digital tools and multiple systems to manage customer or operational activity.
- Strong communication and teamwork skills, with the ability to work well across different teams.
- Ability to take ownership of customer queries, solve problems and escalate where appropriate.
And any experience of these would be great:
- Experience working in banking, financial services or another regulated environment.
- Knowledge of customer onboarding, account servicing or operational processing.
- Experience supporting process improvement, change activity or digitisation.
We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
This is a place for you:
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%.
- An annual performance-related bonus.
- Share schemes including free shares.
- Benefits you can adapt to your lifestyle, such as discounted shopping.
- 22 days’ holiday, with bank holidays on top.
- A range of wellbeing initiatives and generous parental leave policies.
Ready for a career where you’ll learn and thrive? Apply today and find out more.
Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Customer Operations Specialist employer: Lloyds Bank
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment on the Isle of Man where flexibility and employee well-being are prioritised. With a strong commitment to diversity, equity, and inclusion, we provide extensive growth opportunities, a generous benefits package including a substantial pension contribution, and a culture that encourages collaboration and innovation, making it a rewarding place for those looking to make a meaningful impact in customer operations.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Operations Specialist
✨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 Lloyds Bank. 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 Operations Specialist
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 Lloyds Bank.
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 Lloyds Bank'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 Lloyds Bank
✨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 Lloyds Bank.
✨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 Lloyds Bank 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 Lloyds Bank 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.
