At a Glance
- Tasks: Help customers navigate their mortgage journey with empathy and clarity.
- Company: Join Nationwide, the UK's top-rated high street banking provider for customer satisfaction.
- Benefits: Enjoy hybrid working, generous holiday, and a personal pension scheme.
- Other info: Initial training lasts 7 weeks; apply early as positions may close quickly.
- Why this job: Make a real impact in people's lives while growing your career in a supportive environment.
- Qualifications: Experience in customer service and strong communication skills are essential.
The predicted salary is between 28800 - 43200 £ per year.
At Nationwide, helping people into homes is what we do best.
You’ll make an impact by guiding customers through one of life’s biggest decisions - their mortgage journey. Whether they’re buying their first home, moving house or making changes to their current mortgage, you’ll support them with empathy and integrity.
Whether it’s a first step or a fresh start, we’re here for our customers - every step of the way.
Our colleagues bring care, clarity, and expertise to every conversation, making the mortgage journey smoother, simpler, and more human.
At Nationwide, we put our customers at the heart of everything we do – it\'s how we think, act, and deliver every day. It’s why we’re rated the UK’s best high street banking provider for customer satisfaction. And it’s why we are the Which? Best Banking Brand of the Year 2025. We are Uncompromisingly Customer.
Ready to make an impact?
We are happy to consider flexible working approaches to help you perform at your best.
The working hours (per week) for this role are 25-35 hours within our core opening times. Your schedule will include working Monday to Friday, between 8am-6pm and will include working one Saturday in every three weeks from 8:30am - 4pm. We’ll make sure you receive your schedule six weeks in advance so you can plan with confidence.
At Nationwide we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected.
For this job you\'ll spend at least two days per week, or if part time you\'ll spend 40% of your working time, based at either our Swindon, Northampton, Dunfermline, Wakefield or Sheffield office. Whilst these locations are where we are primarily looking to fill the role, if you’re an internal applicant based in a different location we would welcome your application and if successful, your hiring manager will provide further details on how this could work for this specific role. You can also find out more about our approach to hybrid working here.
If we receive a high volume of relevant applications, we may close the advert earlier than the advertised date, so please apply as soon as you can.
What you’ll be doing
Taking inbound calls in a lively environment, you’ll help customers with clarity, speed and care. Confident and clear, you’ll ensure you get things right every time.
No two calls are the same; you’ll use a variety of systems to help customers with their mortgages, guiding and supporting them through big decisions clearly, calmly and with compassion. Even when the news isn’t what they’d hoped for, you’ll be supportive and reassuring.
Through comprehensive training, you’ll gain an in-depth knowledge of our award-winning product range, enabling you to talk to customers with confidence. This ensures you can offer options tailored to each customer’s needs and situation. Providing a service that’s professional, secure and seamless with an uncompromising focus on our customers.
We’ll fully train you, so you’ll quickly gain the skills and confidence to talk about our award-winning mortgage products. From your very first call, you’ll be ready to support customers through skilful conversations through our digital journeys as well as on the telephone.
We’re committed to your growth. From day one you’ll have our ongoing support to help you thrive in your role. As you build your expertise, you’ll have access to a wide range of development opportunities. Whether you look to deepen your knowledge, broaden your skills or take the next step in your career, we will support you every step of the way.
About you
We’re looking for people who bring energy, empathy and passion for delivering simply brilliant experiences.
As a minimum requirement, you will be/have:
- Experience of working in a lively, customer-facing role where clear communication and problem-solving were key. Or you may have a background in Financial Services
- A strong track record of delivering outstanding service. You’ve gone the extra mile for customers, and you can give us examples of how you have done this
- The ability to communicate confidently and clearly. You know how to adapt your tone, show empathy, and connect with all kinds of people
- Comfortable navigating multiple IT systems - whether it’s managing customer details or navigating internal systems to find information quickly and accurately
- Strong analytical skills. You know how to weigh up different sources of information and make sound decisions, demonstrating how you reached your decision, always in line with policy
Our customer first behaviours put customers and members at the heart of how we work together. They are the set of behaviours that every colleague needs to display, in every role:
- Feel what customers feel - We step into our customers’ shoes, using their feedback and insights to empathise with them and to understand their needs, so that every decision we make starts and finishes with our customers in mind
- Say it straight - We are brave in speaking out and saying what we think – we’re honest and direct with good intent, openly sharing diverse perspectives to reach the best conclusions and using language everyone can understand
- Push for better - We don’t settle for mediocrity, we challenge the status quo, taking responsibility for continuous improvement and personal development
- Get it done - We prioritise what will have the greatest impact, we are decisive, and we take accountability for delivering brilliant customer outcomes
You can strengthen your application by showing how our customer first behaviours resonate with you, and where you may have already demonstrated these.
The extras you’ll get
There are all sorts of employee benefits available at Nationwide, including:
- Access to private medical insurance
- A highly competitive pension to help you build a strong foundation for retirement
- Access to an annual performance related bonus
- Training and development to help you progress your career
- A great selection of additional benefits through our salary sacrifice scheme
- Life assurance to provide peace of mind for you and your loved ones in the event of your death
- Wellhub – access to a range of free and paid options for health and wellness
- Up to 2 days of paid volunteering a year
Banking – but fairer, more rewarding, and for the good of society
We forge our own path at Nationwide.
As a mutual, we’re owned by our members - those customers who bank, save or have a mortgage with us. We challenge the financial sector status quo. We don’t see customers as the engine of our own profit. We share our profits with them and put their needs first. Always there when they need us. Supporting them and their lives.
If you’re inspired by fairer finances, passionate about making a meaningful impact, and truly care about our customers, you’re one of us.
At Nationwide, you are challenged to grow and rewarded for doing so. Valued. Recognised. Inspired to be your best. As a community we want our working lives to count. As a team, we celebrate what we achieve. As a standard-setter, we work for the good of customers, communities, and broader society.
We are purpose-driven. Uncompromisingly customer. Unstoppably Nationwide.
What to do next
If this role is for you, please click the ‘Apply Now’ button. You’ll need to attach your up-to-date CV and answer a few quick questions for us.
We respond to everyone, so we will be in contact shortly after the closing date to let you know the outcome of your application.
Mortgage Representative in Wakefield employer: Nationwide Building Society
At Nationwide, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With comprehensive training, flexible hybrid working options, and a commitment to customer satisfaction, our Mortgage Representatives play a vital role in making a meaningful impact in people's lives. Enjoy generous benefits, including a robust pension scheme, paid volunteering days, and a focus on well-being, all while being part of a mutual organisation that values its members and employees alike.
Contact Details:
Nationwide Building Society Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Representative in Wakefield
✨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 Nationwide 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 Mortgage Representative in Wakefield
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 Nationwide 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 Nationwide 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 Nationwide 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 Nationwide 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 Nationwide 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 Nationwide 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.