Job Title: Customer Relationship Officer
Location: Warrington, Cheshire - Hybrid. 2 days per week in the office. It is expected to be based in the office 4 days a week during the first 2 weeks.
Salary: On Application
Hours: Monday to Friday 9 am to 5 pm
Benefits:
- 15% Contributory Pension (10% Employer, 5% Employee)
- 26 days holiday plus bank holidays, and a day off for your birthday
- Discretionary Bonus Scheme & Annual salary reviews
- Paid sick leave & Digital GP 24/7
- Private Health Insurance, Critical Illness Insurance & Dental Cover
- Income Protection
- Enhanced maternity, paternity and shared parental leave
- Menopause support
- Paid Carers leave
- Charity Day
- Employee Assistance Programme
- Cycle2work Scheme
- Benefits Hub; large selection of employee discounts, rewards and perks across a number brands, restaurants, holidays and "away"
About our client and the role of Customer Relationship Officer:
Our client is a fast-growing financial services provider who put their colleagues and customers at the heart of everything they do. They are built on strong values with a collaborative culture, with a strong focus on inclusivity, integrity and innovation.
They have an exciting opportunity available for a Mortgage Relationship Officer to join the Relationship Management team, and to develop your career within a growing specialist bank. This role involves supporting a portfolio of commercial customers while working closely with experienced Relationship Managers and being proactive in growing the loan book.
This is a fantastic role for someone who has experience within the mortgage industry, looking to have a future career within relationship management.
Responsibilities for the role of Customer Relationship Officer:
- Support the Relationship Management team by delivering proactive customer engagement, portfolio analysis, and operational support across the customer lifecycle.
- Build and maintain strong relationships with an allocated portfolio of customers, ensuring a consistently high standard of service and customer experience.
- Act as the primary point of contact for inbound customer enquiries, providing timely, accurate, and professional support.
- Assist with refinancing, retention, and new deal preparation, ensuring all documentation and processes are completed efficiently.
- Conduct portfolio analysis and prepare insightful reports for periodic customer reviews, identifying trends, risks, and opportunities.
- Monitor portfolio performance and produce high-quality management information to support reporting, strategic decision-making, and effective portfolio oversight.
Experience and skills required for the role of Customer Relationship Officer:
- Experience of working in the mortgage industry is essential
- Experience in customer relationship management
- Strong organisational skills, with high attention to detail, and the ability to manage multiple priorities effectively.
- Strong analytical skills and confidence working with data, spreadsheets, and reporting tools will be essential.
- Strong communicator, comfortable engaging with both internal stakeholders and customers, with the ability to provide clear and professional support.
- A proactive and collaborative approach, alongside a commitment to delivering excellent customer service, will be key to success.
- Familiarity with regulatory requirements, risk awareness, and data protection standards will be highly beneficial.
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