At a Glance
- Tasks: Support clients with banking and treasury services while building strong relationships.
- Company: Join a well-established team in Chester with a focus on client service.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity for career growth in a dynamic and collaborative setting.
- Why this job: Be a trusted advisor and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Location: Chester
Duration: 6 months
Working Pattern: Full Time
We are seeking a Treasury Client Service Advisor to join an established team in Chester. You will help to support clients with their everyday banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you will work in conjunction with a number of other internal teams to provide seamless delivery and build relationships with a variety of client stakeholders.
Duties:
- Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
- Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
- Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
- Form strong client relationships through regular verbal communication, understanding our clients' business and priorities.
- Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
- Face to face meetings, delivering thorough advisor service reviews.
- Promoting self-service opportunities and demand reduction.
- Tailoring your service approach according to client needs in order to influence positive client satisfaction.
Client Service Advisor employer: Pontoon
As a Client Service Advisor in Chester, you will be part of a dynamic team that values collaboration and client relationships, ensuring a supportive work environment. The company offers excellent employee growth opportunities through continuous training and development, alongside a competitive benefits package that promotes work-life balance. With a strong focus on innovation and client satisfaction, this role provides a unique chance to make a meaningful impact in the treasury services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Service Advisor role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for those interviews! Research the company and its treasury services inside out. Think about how your skills can help build strong client relationships and improve service delivery. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on how you’d handle client queries and showcase your ability to manage expectations. This will help you feel more confident when it’s time to meet the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly. Let’s get you that Client Service Advisor role!
We think you need these skills to ace Client Service Advisor
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client service and treasury management. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role involves building strong relationships with clients, it’s crucial to demonstrate your communication prowess. Use clear and concise language in your application, and maybe even share examples of how you've effectively communicated with clients in the past.
Highlight Teamwork Experience:As a Client Service Advisor, you’ll be part of a team that works closely together. We love to see candidates who can show their ability to collaborate and contribute to team goals, so include any relevant experiences that showcase your teamwork skills.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you’re considered for the role without any hiccups. Plus, it’s super easy!
How to prepare for a job interview at Pontoon
✨Know Your Client Service Inside Out
Make sure you understand the key aspects of client service, especially in treasury and banking. Familiarise yourself with common client queries and how to address them effectively. This will show that you're not just interested in the role but are also prepared to hit the ground running.
✨Build Rapport with Your Interviewers
Since this role is all about building relationships, practice your communication skills. Be friendly and approachable during the interview. Use their names, maintain eye contact, and listen actively. This will demonstrate your ability to connect with clients and internal teams alike.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've navigated challenges in previous roles. Think about times when you’ve had to manage client expectations or deliver timely solutions. Highlighting these experiences will illustrate your capability as a trusted advisor.
✨Tailor Your Approach
Research the company and its clients before the interview. Understand their business priorities and think about how you can tailor your service approach to meet their needs. This will not only impress your interviewers but also show that you’re proactive and client-focused.
