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- Tasks: Be the first point of contact for customers, providing info on our products and services.
- Company: Join Family Building Society, a forward-thinking financial services organisation in Epsom.
- Benefits: Enjoy a competitive salary, hybrid working, 25 days holiday, and professional study support.
- Why this job: Make a real difference in customer service while growing your career in finance.
- Qualifications: 1 year in financial services, strong communication skills, and a proactive attitude.
- Other info: Diverse and inclusive workplace with opportunities for personal and professional growth.
The predicted salary is between 25000 - 27000 £ per year.
Family Building Society is seeking a proactive and customer-focused New Business Representative to join its team in Epsom, Surrey. This full-time, permanent role offers a competitive salary, hybrid working options, and a generous benefits package. The position is ideal for candidates with experience in financial services and strong communication skills.
About the Company
Family Building Society is a forward-thinking financial services organisation with a strong commitment to innovation and customer service. Based in Epsom, the Society employs around 250 staff and fosters a collaborative, values-driven culture. Its core values include unity, continuous learning, integrity, and mutual respect.
Role Overview
The New Business Representative will serve as the first point of contact for prospective customers and intermediaries, providing accurate information about the Society’s products and services. The role involves handling enquiries, issuing documentation, and supporting administrative tasks.
Key Responsibilities
- Respond to customer and intermediary enquiries via phone (inbound/outbound)
- Maintain up-to-date knowledge of products and services
- Issue literature, illustrations, and application forms
- Promote products and services (non-advisory)
- Perform administrative tasks and support team members
- Ensure high standards of customer service and professionalism
Required Skills and Experience
- Minimum 1 year of experience in financial services
- Excellent verbal and written communication skills
- Strong interpersonal skills and ability to build rapport
- Self-starter with the ability to work independently and in a team
- Detail-oriented with a proactive approach to problem-solving
- GCSE grades above C in English and Maths
- Right to work in the UK
What We Offer
- Company pension scheme
- Free parking permit
- Complimentary tea, coffee, and fruit
- 25 days holiday (increasing to 28 with service)
- Professional study support (after 6 months)
Family Building Society is committed to diversity and inclusion. Applications are welcome from all backgrounds.
Early applications are encouraged due to high interest in this position.
Customer Service Representative (New Business) | £25,000–£27,000 per annum employer: School Result
Contact Detail:
School Result Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative (New Business) | £25,000–£27,000 per annum
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Customer Service Representative role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Family Building Society and their values, so you can show how you align with their commitment to customer service and innovation. Practise common interview questions and think of examples from your experience that highlight your skills.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and reinforces your interest in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to submit your application directly, and it helps us keep track of all candidates. Plus, it shows you're serious about wanting to join Family Building Society.
We think you need these skills to ace Customer Service Representative (New Business) | £25,000–£27,000 per annum
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Service Representative role. Highlight your experience in financial services and showcase those strong communication skills we’re looking for!
Show Your Proactive Side: In your written application, don’t just list your skills—demonstrate how you’ve used them in real situations. We love candidates who can show initiative and a proactive approach to problem-solving.
Keep It Professional: While we appreciate a friendly tone, remember to maintain professionalism in your writing. Use clear language and check for any spelling or grammar mistakes before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Family Building Society.
How to prepare for a job interview at School Result
✨Know the Company Inside Out
Before your interview, take some time to research Family Building Society. Understand their values, products, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Customer Service Representative, strong communication is key. Prepare examples from your past experience where you successfully handled customer enquiries or resolved issues. Practising these scenarios can help you articulate your skills clearly during the interview.
✨Prepare for Common Questions
Anticipate questions related to customer service and financial services. Think about how you would respond to scenarios like dealing with a difficult customer or explaining a product. Having structured answers ready can boost your confidence.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or what success looks like in this role. This shows that you’re engaged and serious about contributing to the company.
